Daniel G. Courtney

Partner, Wealth Management Group at RubinBrown LLP

Role: Partner, Wealth Management Group at RubinBrown LLP
Location: Denver, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Daniel G. Courtney

I\'m a Partner with RubinBrown and Lead Advisor for RubinBrown Advisors in the Denver…

Experience

Partner, Wealth Management Group
RubinBrown LLP
May 2022 — Present · Denver, CO, US
Partner and lead wealth advisor in the Denver office, providing comprehensive financial planning and investment advisory services.

Skills

Wealth Management
Investment Management
Alternative Investments
Real Estate
New Business Development
Relationship Management
Financial Services
Asset Management
Start-Ups
Software Asset Management

Contact information

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Work email
d••••••••@rubinbrown.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••94

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Current company

RubinBrown LLP

Accounting · 1.1K employees · Founded 1952 · Saint Louis, Missouri, United States

RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations. We believe the key to providing value to our clients is our "one-firm" culture - a spirit of teamwork and shared commitment to client service that has long distinguished us. The RubinBrown team has become renowned for our ability to thoroughly explore alternatives and identify fresh approaches that help our clients build and protect value, while at all times honoring the responsibility to serve the public interest. That's why, after more than 70 years, RubinBrown remains one of the most valued and respected names in our profession.

rubinbrown.com

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