Investment Operations Specialist
Courtney Cape is an Investment Operations Specialist for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Greenville, South Carolina.
Courtney maintains client accounts, places trades, and handles the clients’ requests for cash. She is responsible for creating and reconciling the clients’ rate of return reports. She also coordinates the required minimum distributions.
Prior to joining Ronald Blue Trust, Courtney worked as a Portfolio Administrator at PlanFIRST℠.
Courtney graduated from Clemson University with a degree in financial management. Her goal was to work in a financial planning firm.
Courtney enjoys cooking and gardening with her family.