January 14, 2022
Amy is responsible for the vision and architecture of Connectus’ fully integrated technology suite and digital-first client engagement platform. She works closely with Connectus Partners on planning and execution of firm-specific operational, growth and strategic initiatives. Amy also oversees Connectus’ merger integration activities to facilitate a seamless transition experience. Prior to joining Connectus, Amy spent four years on Focus Financial Partners’ Technology and Operations team where she advised Focus Partner firms on operational efficiencies and technology solutions.
Amy is an accomplished senior executive whose career spans decades within the wealth management industry. She is a highly effective change agent with a proven record of success in business operations, platform transformation and technology innovation. She applies her deep experience across investment management, wealth technology, product creation, trading and operational excellence to our Connectus Partners. She has held leadership roles at Blackrock, Robertson Stephens Investment Bank, Fidelity Investments and Advent Software. Amy also owned a consultancy firm whose focus was on transforming wealth firms through technology enablement.
Amy lives in Northern California and enjoys outdoor activities, creating art and spending time at the beach with her husband, Joe.