Family Office Services
Compliance & Finance
Courtney C. Stephens
Client Service Associate
Courtney is a client service associate with New Republic Partners. She provides daily operational support to clients, anticipating their needs and handling requests. She works with the firm team to prepare cash flow analyses and quarterly investment reviews, and serves as a liaison with the firm’s partner custodians and banks on client matters.
Prior to joining the firm, Courtney served as a client service associate at Haber Investment Counsel. Courtney worked for Pierson Wealth Management using her background in both customer service and financial planning to serve in a client service role.
Courtney graduated from the University of Georgia with a Bachelor of Science in financial planning. She completed coursework in investments, estate planning, and tax.