|Managing Director - Wealth Management - UBS
Courtney McDonald Liddy is a Managing Director-Wealth Management for UBS with over $1 billion in assets under management. Courtney’s success is a result of her dedication to clients, insightful guidance, and business acumen. A nationally recognized leader in her field, Forbes Magazine listed her among the Top Women Wealth Advisors in 2019 and 2020, and among Forbes’ Best-in-State Advisors for 2019 and 2020. She has also been listed among America’s Top 100 Women Financial Advisors by Barron’s Magazine. Courtney has appeared on both national and local media. She holds a finance degree from USC and is a Chartered Retirement Planning Counselor.
For over two decades, Courtney has provided wealth management services to affluent families, institutions, foundations, and businesses. Along with her dedicated team, she addresses complex financial issues using an in-depth planning-based approach that focuses on the goals and values of her clients.
Courtney is equally committed to community service. Courtney primarily focuses on homelessness, veteran, and health issues. As a board member of HumbleDesign, she assisted in bringing the Detroit based charity to San Diego, aiding disadvantaged families and veterans who are transitioning out of homelessness. Other charities she supports include the Gary Sinise Foundation, which supports disabled veterans and first responders, Mama’s Kitchen, UCSD Cardiovascular Center, and Sharp Hospital, among others. In 2007, Courtney received the YWCA Tribute to Women & Industry award for leadership in San Diego business. Finally, Courtney received a Congressional Certificate of Appreciation from the U.S. Congress for her support of military families.