My Role:
Amy is an Investment Analyst for IronBridge Wealth Counsel. In this role, she provides due diligence and analysis for the funds and equities in client accounts and executes the trading for those investments.
Work History:
Amy joined IronBridge in 2022. Prior to joining, she supported the market data needs of asset management firms. Previously, Amy was the Senior Equity Analyst for a boutique money manager.
Where I Come From:
Amy was born and raised in South Florida. After spending the first eight years of her career in her hometown, she moved to Manhattan for professional opportunities. After a few years enjoying city living, she moved to Austin, Texas where she currently resides with her husband and their son. She enjoys spending her weekends hiking the hill country trails with her family.
Education:
Amy has a B.A. in Business Administration from the University of Florida. She is also a Chartered Financial Analyst (CFA) charterholder.
My WHY:
Amy always knew that she wanted to provide a positive impact on others’ lives, and, while studying for the CFA, she developed a passion for investment strategy and equity analysis. In her role, she feels fulfillment knowing that she can indirectly help others attain their financial goals.
Community Engagement:
Amy and her family support Divine Canines, a local dog therapy charity that combines her love of dogs with helping those in need.