With over 17 years of private wealth advisory experience, Amy previously served as a Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management and as an Investment Officer at Fiduciary Trust Company in Boston.
Amy has a BS in General Business Management from University of Massachusetts Boston. She is a magna cum laude MBA graduate from Northeastern University D’Amore-McKim School of Business. Amy has also achieved the Certified Trust and Financial Advisor (CTFA) designation.
Amy and her husband live in San Francisco with their beloved Terrier-mix puppy, Peyton. She is a native Bostonian and visits her East Coast family frequently. Amy actively serves as a Board Member of the San Francisco SPCA and is the Chair of their Investment Committee, which provides thoughtful oversight over their short and long term reserve funds. Amy is a member of their Capital Improvements Committee and is the former Chair of their Nominating Committee. Amy also actively serves on the Board of the United Way Bay Area (UWBA) and is a Selection Advisory Council Member of the Greenlight Fund Bay Area.
The individual named here is both a representative of Silicon Valley Bank as well as an investment advisory representative of SVB Wealth Advisory, a registered investment advisor and non-bank affiliate of Silicon Valley Bank, member FDIC . Bank products are offered by SVB Private Bank, a division of Silicon Valley Bank. Products offered by SVB Wealth Advisory, Inc. are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
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