OUR TEAM | BIO
Clearpoint Advisors is proud to announce our affiliation with Institutional Architects. This new affiliation expands our team dramatically to provide additional resources and experience in executive benefits, and institutional strategies for corporations, banks, and insurance companies. This affiliation enhances consulting, analytics, and benefit and investment expertise.
Courtney Larsen
Courtney Larsen is the Director of Operations at Institutional Architects, where she is responsible for building the company’s operational infrastructure and managing its day-to-day functions. She specializes in the audit, design, and implementation of NQDC plans, ensuring efficient administration and regulatory compliance for corporate clients. Courtney previously spent her career at a leading executive benefits consulting firm, where she played a pivotal role in designing 409A plans and COLI strategies. Her work included consulting with corporate clients on executive benefit programs and financial modeling to optimize plan performance. In addition to her expertise in executive benefits, Courtney holds a bachelor’s in business administration from Fresno State. She also has extensive experience in corporate-level consulting, team leadership, and client relationship management, all of which contribute to her ability to deliver exceptional results and build strong client partnerships.
Learn more: institutionalarchitects.com
Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA & SIPC.
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