Courtney Nathanson is the firm’s Portfolio Administrator, providing day-to-day client servicing and financial plans for clients. She is responsible for client billing and quarterly statements and maintains client data with the firm’s client reporting manager and various custodians. She also assists with trading and office administration.
Courtney started her career in the mortgage industry, working at Norwest Mortgage and Nationsbanc Mortgage Corporation. She worked for eight years as a portfolio administrator and trading assistant at Balentine & Company. Prior to joining Iron Capital Advisors in 2017, Courtney was a Kindergarten para-professional and Pre-Kindergarten teacher for five years at The Glenn School for Young Children.
Courtney holds B.B.A. in International Business and Marketing from the University of Georgia’s Terry College of Business. She is an active volunteer with the Girl Scouts of Greater Atlanta as a troop leader, adult training facilitator, certified archery instructor, and a member of her area’s Service Unit team. Courtney and her husband have two daughters and live in Atlanta.
