Ralph Courtland, MBA, CFP
Accredited Wealth Management Advisor
Managing Principal
Education
Professional Designations & Memberships
Teaching
Experience
Recognition
Media Appearances
Licenses & Registrations
*The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Platinum Council levels are based on the previous calendar year’s gross revenue, and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pear – Best Practice Adopters with a minimum production $750k.
The 2019 and 2014 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
- Master’s in Business Administration (MBA)
- Master’s in Accountancy (MAcc)
- Master’s in Personal Financial Planning (MS)
- Master’s in International Economics & Finance (MA)
- Bachelor’s in Management & Psychology (BA)
Professional Designations & Memberships
- Certified Portfolio Manager® through Columbia University
- Member of the Academy of Certified Portfolio Managers
- CERTIFIED FINANCIAL PLANNER™
Teaching
- Marist College Adjunct Professor for Financial Management
- NJ & NY State Board of Accountancy Licensed Instructor for Continuing Professional Education to CPAs
Experience
- Over 25 Years in the Financial Industry
- Responsible for Oversight of $1.5 billion of Client Assets as of December 2023
Recognition
- Appointed Managing Director – Investments 2023
- Appointed Platinum Council Pearl Status 2023*
- Appointed Platinum Council Advisor (2022)*
- Appointed Senior Vice President – Investment Officer (2022)
- Platinum Council Manager (2019, 2014)*
- Senior Fundamental & Quantitative Choice Portfolio Manager (2014)
- Appointed First Vice President - Investment Officer (2008)
- Appointed Vice President - Investment Officer (2006)
- Appointed Branch Manager, Fairfield, NJ (2006)
Media Appearances
- Investor’s Business Daily Interview (2019)
- WNJC 1360AM Philadelphia (2012-2013, 2008-2010)
- WVNJ 1160AM New York (2010-2012)
- WLPW Plattsburgh, NY (1998-2000)
Licenses & Registrations
- Series 7 General Securities
- Series 65 Uniform Combined State Law Examination
- Series 9 & 10 General Securities Sales Supervisor
- Series 31 Managed Futures
- Life and Health Insurance Licenses
*The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Platinum Council levels are based on the previous calendar year’s gross revenue, and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pear – Best Practice Adopters with a minimum production $750k.
The 2019 and 2014 Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.
Rina Gold
Senior Client Associate
Rina Gold is responsible for the total client experience, ensuring that customers’ needs are met in a timely and courteous manner. A passionate client relationship professional, Rina handles the administrative details for all accounts including scheduling calls and meetings, distributions, contributions, transferring accounts and answering inquiries. Rina holds a Marketing degree and prior to working with Ralph Courtland, was employed by a NYC based Marketing Company for 20 years in a Sales Support and Training role.
Rina is married with two daughters, Sydney and Sasha. She enjoys working out and together with her husband, traveling and socializing with good friends. In the fall, you will find her rooting on the Penn State football team, where her oldest daughter is a student.
Rina is married with two daughters, Sydney and Sasha. She enjoys working out and together with her husband, traveling and socializing with good friends. In the fall, you will find her rooting on the Penn State football team, where her oldest daughter is a student.
Amy Gelo
Senior Registered Account Administrator
I began my financial services career with Prudential Securities in 1994. In 1998, I joined A.G. Edwards , which subsequently became Wachovia and then Wells Fargo Advisors. I have held several roles with Wells Fargo Advisors, including Client Associate, Financial Advisor, Operations Manager, Governance Specialist and now Financial Consultant. My varied background gives me a unique insight and ability to find solutions to help clients meet their financial goals.
FINRA Series 7, 63, 66, 9, 10 and insurance license.
Committed to helping my community prosper, I am active with the Garden Club of Long Valley. Away from the office, I also enjoy gardening and reading. My husband Joe and I live in Long Valley with our son Chris and dog Harley
FINRA Series 7, 63, 66, 9, 10 and insurance license.
Committed to helping my community prosper, I am active with the Garden Club of Long Valley. Away from the office, I also enjoy gardening and reading. My husband Joe and I live in Long Valley with our son Chris and dog Harley