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 lives in San Francisco with her beloved Terrier-mix puppy, Peyton. She actively serves as a Board Member of the San Francisco SPCA and is the Chair of their Nominating and Governance Committee and is a member of their Investment and Capital Improvements Committees. Amy also serves on the Board of the United Way Bay Area (UWBA), Association for Corporate Growth (ACG) SF, and as 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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