Courtney Anne Conway

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 07/2023
  Tolomato Community Development District
  Ponte Vedra, FL
• 05/2020 → 07/2022
  Publix Supermarkets Inc.
  Ponte Vedra, FL
• 05/2023 → 01/2024
  Gate Hospitality
  Ponte Vedra, FL
• 05/2024 → 07/2024
  Csx
  Jacksonville, FL
• 03/2025 → 05/2026
  University Of Florida
  Gainesville, FL
• 06/2025 → 08/2025
  Citigroup Global Markets Inc.
  Miami, FL
• 07/2026 → Present
  Citigroup Global Markets Inc.
  New York, NY
• 08/2022 → 05/2026
  University Of Florida
  Gainesville, FL
• 06/2016 → 05/2018
  Spanish River Christian School
  Boca Raton, FL
• 08/2018 → 05/2019
  West Boca Community High School
  Boca Raton , FL
• 08/2019 → 05/2022
  Allen D. Nease High School
  St. Augustine, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-28

Other Names

• Courtney Conway