Courtney BosiCourtney Bosi, CFP®Associate
About Courtney
Courtney Bosi is an Associate at J.P. Morgan Wealth Management.
As a member of The Gold-Henry Wealth Management Group, she provides implementation and reporting support to high-net-worth individuals and families, as well as corporate executives. Courtney's responsibilities include client reporting, executing trades and preparing financial plans. She works diligently to deliver an excellent customer experience.
Courtney graduated from the University of Massachusetts-Amherst in 2010 with a B.A. in Psychology and Education. She began her career in client relations with Mercedes-Benz in their corporate office. Courtney became interested in finance and made a career change in 2014, when she joined Morgan Stanley as a client associate. She then joined The Gold-Henry Wealth Management Group in 2015 and moved with the team to J.P. Morgan in 2018.
Courtney holds FINRA series 7, 66, and 3 securities licenses. She also holds a CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Courtney resides in Park Ridge, New Jersey, with her husband, daughter and son. In her free time, she enjoys spending time with her family, traveling and reading.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
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The world changed in 10 days: An oil unwind and a hawkish Fed
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$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowOil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowNot a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now