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Biography

Amy is a Senior Associate in the New York office and a member of the firm’s operations team. She has more than ten years of experience managing trade settlements, accounts reconciliation, reporting and data maintenance.

Prior to joining Cerity Partners, Amy was a report analyst with EMM Wealth, where she was responsible for accounts reconciliation and client reporting. Earlier in her career, she was a consultant with Barclay.

Education

  • Bachelor’s degree in Psychology from State University of New York at Stony Brook

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.