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Biography

Amy is an Associate and Project Manager in Cerity Partners’ Silicon Valley (San Jose) Office. With two decades of experience in communications, media and project management, Amy provides a wide range of business and client support. She plans and coordinates client, colleague, business development and engagement events, and oversees special projects and office facilities. As a member of the firm’s Wealth Management practice, she manages administrative functions and client services. Amy holds the Financial Paraplanner Qualified Professional™️ (FPQP™️) designation.

Prior to joining Cerity Partners, Amy was an Emmy and Peabody Award-winning television and film producer.

Learn more about my practice.

Education

  • BA, English Literature, Cornell University
  • MFA, Graduate Film Production, New York University

Highlights

  • Member of the Producers' Guild of America

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Stephanie Bellisario

Principal & Client Experience Director

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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.