Amy manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Investment, Portfolio Strategy, Corporate Governance, and ESG Research & Engagement Committees.
Amy began her career in 1995 and joined the firm in 2012. Most recently, Amy worked at Shepherd Kaplan Krochuk where she was a Managing Director and the firm’s Investment Strategist. She previously worked for hedge fund New Generation Advisors and the Harvard Business School, where she authored case studies and developed teaching materials for MBA studies in business analysis and valuation. She also worked as an Investment Officer at MFS Investment Management where she performed fundamental analysis on the chemical and restaurant industries, and at Loomis Sayles & Company where she served as a Vice President and Senior Equity Analyst covering equities within the consumer discretionary sector.
Amy earned a BA in Economics from the College of William & Mary and an MBA from The Wharton School of the University of Pennsylvania. She holds the CERTIFIED FINANCIAL PLANNER™ certification. She is a Trustee of the Tremont School in Lexington, MA, the Treasurer of the Lexington Arts Council, and a member of the Boston Estate Planning Council.