Performance Trust
Courtney Boeckelman is an experienced professional in CRM and marketing, currently serving as Senior Vice President at Performance Trust Capital Partners since February 2022. Boeckelman has previously held the role of Senior CRM Strategist and CRM Strategist at HBR Consulting from April 2018 to February 2022, and worked in business development at Kirkland & Ellis LLP from August 2014 to September 2017. Earlier career positions include Marketing and Client Development Coordinator at Insights in Marketing, LLC, and Marketing Associate at McNabb, LLC, among others. Boeckelman holds an M.B.A. in Marketing from the University of Illinois Chicago and a B.S. in Marketing from the same institution.
Performance Trust
Performance Trust Capital Partners offers a wide range of financial advisory and investment banking services for community financial institutions and RIAs.