Amy is a Managing Director, Wealth Advisor with Cresset in California, where she works with company founders, CEOs, high-net-worth families, and non-profit endowments to help them meet their financial goals. She helps design customized investment plans for her clients, while providing guidance on tax and estate planning, wealth transfer strategies, financial education, and philanthropy.
Prior to joining Cresset in 2021, Amy was a Wealth Manager at Manchester Capital, where she worked for over 13 years. Before that, she practiced law in California and Colorado.
Amy received her M.B.A., with a concentration in finance, from the University of Chicago Booth School of Business, her J.D. from The University of Chicago Law School, 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.