Managing Director, Wealth Advisor
Amy is a Managing Director, Wealth Advisor with Cresset in California and is responsible for managing clients’ investment portfolios. She also provides guidance on estate planning, wealth transfer strategies, and philanthropy.
Prior to Cresset, Amy worked for Manchester Capital. Before that, she practiced law in California and Colorado.
Amy received her M.B.A. and J.D. from The University of Chicago and her A.B. in Economics from Princeton University.
She serves on the boards of The Lobero Theatre Foundation and Montessori Center School, the audit committee of the Community Environmental Council, and the judicial committee of USA Bobsled and Skeleton. She is also a member of Premier Professionals of Santa Barbara.
Amy spends much of her free time with her husband and two daughters enjoying the natural beauty of California’s central coast.