Ned Davis Research
Courtney Waters is an accomplished finance professional with extensive experience in institutional sales and client relationship management. Currently serving as VP of Sales at Ned Davis Research since September 2023, Courtney previously held the position of VP of Institutional Sales at Penserra, where responsibilities included targeting investment managers and public pension funds to generate new business. Prior roles include VP of Institutional Sales at Cabrera Capital Markets LLC and VP, Senior Business Development Officer Client Advisor at PNC, focusing on asset management solutions and client development. Additionally, Courtney has a background with Northern Trust Asset Management, UBS Wealth Management, and William Blair & Company. Academic credentials include a Bachelor of Arts in Economics from the University of Iowa.
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Ned Davis Research
Founded in 1980, Ned Davis Research Group is an independent investment research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, we deliver award-winning solutions to the world's leading investment management companies. Our clients include professionals from global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and endowment funds, and registered investment advisors. At Ned Davis Research, we believe that successful investing is grounded in having the right perspectives. Generating alpha requires identifying potential upside as well as possible pitfalls. To do this, you need a clear view of the whole investment picture. Actionable ideas meet balanced, strategic insights through our 360 degree research methodology. Our approach offers a more complete investment picture by combining both fundamental and technical research. Fundamentals tell us how markets should be acting while technical reveal how markets are acting. Truly insightful and timely ideas demand a balance between the two disciplines.