Courtney Joyner Gage is passionate about helping families connect their wealth with their values in ways that are both meaningful and lasting. With a natural ability to guide conversations about money and purpose, she creates space where clients feel supported, understood, and inspired as they shape their financial legacies.
“When families combine philanthropic dollars with the full spectrum of their capital, they unlock far greater potential for change.”
Courtney Joyner-Gage
Head of Client Service and Philanthropy
Courtney Joyner Gage is passionate about helping families connect their wealth with their values in ways that are both meaningful and lasting. With a natural ability to guide conversations about money and purpose, she creates space where clients feel supported, understood, and inspired as they shape their financial legacies.
“When families combine philanthropic dollars with the full spectrum of their capital, they unlock far greater potential for change.”
Courtney Joyner-Gage
Head of Client Service and Philanthropy
“When your money and your mission move in the same direction, that’s when change accelerates.”
Courtney Joyner-Gage
Head of Client Service and Philanthropy
Courtney’s superpower is her ability to bridge the technical and the personal—taking the complexity of wealth, investments, and philanthropy and translating it into conversations that feel clear, approachable, and deeply meaningful. She combines financial expertise with empathy, creating space where clients feel both guided and understood.
Process builder + Advocate + Problem Solver + Relational
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Jolyne Caruso-FitzGerald
Chair, Board of Directors -
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Matthew Weatherley-White
CEO & Chief Investment Officer -
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Winter Wall
Chief People Officer -
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Jennifer Kenning
Co-founder -
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Jack Meyercord
President -
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Greg Tanner
Chief Operating Officer -
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Ali Motroni
Client Experience Director -
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Kristin Viola
Chief Financial Officer
