Courtney Robertiello

Courtney Robertiello currently serves as Senior Vice President of Enterprise Consulting at SMArtX Advisory Solutions, a position held since June 2024. Prior to this role, Courtney worked at Envestnet Asset Management from 2003, advancing through several significant positions including VP, Senior Enterprise Consultant, Director of Strategic Relationship Management, and Regional Consultant for the Northeast. In these roles, Courtney was instrumental in developing product functionalities, training programs for advisors, managing client relationships through Salesforce, and implementing effective communication strategies to enhance advisor engagement. Courtney holds a degree from the University of Rhode Island - College of Business, obtained in 1999.