Courtney Cape

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.

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Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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