Amy Banker
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Amy Banker

Principal
Amy is a Principal in the Los Angeles office. She is responsible for managing the operations and client service department for the Retirement Plan Services practice at Cerity Partners.

Amy joined Pension Architects in 1999, a retirement advisory business dedicated to helping retirement plan participants reduce financial stress and achieve a financially successful future. With more than twenty-five years in the financial services industry, Amy specializes in the implementation and conversion of services to the Retirement Plan Services practice. She also manages ongoing client services which encompass plan design, compliance, and regulatory oversight. Amy cultivates relationships with various recordkeepers, third-party administrators, corporate trustees, custodians and other providers to meet client objectives. Her responsibilities also include integration of participant support services and oversight of daily operations. Pension Architects merged with Cerity Partners in January 2013.

Amy is an Accredited Investment Fiduciary® (AIF®).

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Bloomfield Hills

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Suite 120
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New York

335 Madison Ave
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(212) 850-4260

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626