Amanda Ulczynski , ChFC®

Amanda is a Senior Associate in the Bloomfield Hills office. She is responsible for providing wealth planning services to clients, managing private equity subscriptions for Bloomfield Hills clients, assisting with asset management and money movements, onboarding new clients, and other client service activities.

Prior to joining the firm, Amanda served as Vice President and Head of Investor Relations for Wilshire Private Markets in the Private Equity Business Unit of Wilshire Associates. There she was responsible for managing a team of client service professionals, maintaining strong relationships with over 100 institutional investors, and managing the fundraising process for follow-on fund-of-funds. Amanda began her career at the Bank of New York Mellon as an analyst in the wealth management group.

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