Courtney G. Stone
Expertise
Assurance Financial Statement Audit Banking Credit Unions Financial Services
Courtney G. Stone

Courtney G. Stone

Manager
MSA

Biography

Courtney is a Manager in Wolf’s Assurance group, where she is responsible for delivering audit services to clients, as well as leading and supervising audit teams. Her responsibilities include planning the audit work programs, preparing and reviewing work papers, and analyzing financial statements. Additionally, Courtney’s areas of expertise include performing audits of privately held and publicly traded entities with a primary focus on financial institutions, broker-dealers, investment funds, and not-for-profits.

Courtney resides in Massachusetts. She enjoys spending time with her family and friends and traveling to new places.

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)

Education

  • Bachelor of Science in Accounting from Bentley University
  • Master of Science in Accounting from Southern New Hampshire University
RESOURCES

Insights & Thought Leadership

Stay informed with expert analysis from professionals who understand your industry and the challenges shaping it.

AI Explainability: Advance Model Risk Management in Banking image

AI Explainability: Advance Model Risk Management in Banking

AI explainability is reshaping model risk management in banking, offering institutions a c

How Proposed Bank Capital Rules Could Deliver Strategic Benefits for Banks image

How Proposed Bank Capital Rules Could Deliver Strategic Benefits for Banks

Navigate proposed bank capital rules to uncover strategic benefits. Evaluate how MSA updat

Wolf & Company Continues National Expansion With Presence in Florida & Texas image

Wolf & Company Continues National Expansion With Presence in Florida & Texas

The Boston-based firm provides advisory, assurance, digital, and tax services to clients a

Experienced Advisors You Can Trust

Reach out to start a conversation and learn how our team can support your goals.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*