Overview
Courtney King is the Associate Practice Support Manager for Choate Wealth’s Professional Trustee and Administration Services group where she concentrates on project management, data analysis, and financial reporting.
During her nearly twenty years at Choate, Courtney has worked with both Choate Hall & Stewart (Choate) focused on estates planning in the wealth management group, and Choate Investment Advisors LLC (ChoateIA) focused on client service and special projects. In her current role, she leverages her years of experience and institutional knowledge to refine processes and procedures related to all aspects of work as part of our integrated wealth management practice.
- University of Rhode Island, BA (2004)