Amy is a Managing Director, Wealth Advisor with Cresset in California, where she works with company founders, CEOs, high-net-worth families, and non-profit endowments to help them meet their financial goals. She helps design customized investment plans for her clients, while providing guidance on tax and estate planning, wealth transfer strategies, financial education, and philanthropy. Prior to joining Cresset in 2021, Amy was a Wealth Manager at Manchester Capital, where she worked for over 13 years. Before that, she practiced law in California and Colorado. Amy received her M.B.A., with a concentration in finance, from the University of Chicago Booth School of Business, her J.D. from The