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Senior Vice President
Amy advises elite wealth management teams and individuals as they transition their business to independence. To provide high quality counsel and value add, Amy conducts on-site audits of legacy infrastructures, evaluates new technologies, and recommends innovations where beneficial to the Focus Partner Firms and their clients.
Amy’s career spans over 20 years in financial services, specializing in advisor transitions, RIA efficiencies and financial technology solutions. Most recently, Amy was Managing Director of Client Services for a San Francisco Bay Area wealth advisory firm she helped launch. In this role, Amy spearheaded the firm’s technology stack implementation and led advisor/client transitions to the firm’s platform. As the head the US Onboarding team for Blackrock, Amy was responsible for the creation of new ETFs, Funds and Institutional Client Strategies. Prior to Blackrock, she owned a consultancy whose focus was providing operational and technology solutions to RIAs for increased efficiencies. Early in her career, Amy was part of the management team that helped launch the Private Client Group at Robertson Stephens Investment Bank. In that role, she facilitated over 100 advisor transitions and built the firms electronic trading platform. Before joining Robertson Stephens, Amy was Senior Software Implementation Manager at Advent Software responsible for large account conversions and implementations. She began her career at Fidelity Investments where she was head of branch operations for the San Francisco office.
Amy lives in San Francisco, enjoys the skiing, surfing, mountain biking, backpacking and spending time at the beach with her husband Joe.