Jean M. Johansson, CFP® – Client Services & Financial Planning
Jean received her BA in English from Kenyon College. Prior to joining Courier Capital in 1998, she spent the first 12 years of her career in retail banking, first with Empire of America, FSB and following its acquisition, with M&T Bank. While at M&T, she held NASD Series 6 and 63 licenses as well as New York State Life, Accident and Health Insurance licenses. Jean has been a Certified Financial Planner (CFP) licensee governed by the CFP Board of Standards since 2003. Jean is an active member of the Board of Deacons of Westminster Church and the Alumnae Board of the Buffalo Seminary, and she has also served as an alumni volunteer for Kenyon College.;
Nora C. Schrantz – Manager of Administration, InvestView Services
Nora is a Jamestown native with a B.S. in Business Management Administration from SUNY Fredonia. After graduation, Nora worked as a Financial Analyst in the marketing department of Alltel Corporation. In 1993, Nora joined Courier Capital with administrative and operational roles. In addition to handling administrative responsibilities for some of the firm’s most significant relationships, Nora has been instrumental in building Courier’s investment accounting, performance measurement and InvestView reporting platforms.
Karen L. Mudrak – Marketing & Client Services
Karen earned her bachelors degree in finance from St. Bonaventure University. She went on to get her MBA from Canisius College with a concentration in financial services. Karen began her career at HSBC Brokerage where she obtained her NASD licenses Series 7, 63 and Life, Accident and Health Insurance licenses. She also worked at Morgan Stanley for two years as a Registered Client Service Associate, where she was a member of the CSA Advisory Council.