Amy has always been at the vanguard of family engagement by building sustainable cultures of family learning within prosperous families. For more than three decades, she has been a tireless proponent and leader in guiding and advising wealthy families on effective ways to fulfill the promise and potential of their legacies. She is the co-author of the book Finding Her Voice & Creating a Legacy: Portraits of Pioneering Women Leading Wealthy Families. The book is an exploration that draws from intimate, in-depth conversations with over 40 women of wealth about how they came to wealth, their role in the family, and the obstacles they overcame.
Amy’s real superpower is relationship building. Her infectious energy and glass-half-full attitude helps people overcome obstacles that prevent them from linking up with one another. She thrives as a bridge builder between people and groups offering genuine encouragement and an optimistic outlook on life that can provide a sense of comfort and stability in the face of uncertainty. She is a strategic thinker with a passion for learning and sharing those lessons with others.
Amy is responsible for Pitcairn’s Family Engagement Services function, the area of the firm that supports the development of the family’s human, intellectual, social, and legacy capital. She leads the firm’s thought leadership and learning initiatives in order to provide unique resources, content, and educational tools to wealthy families transitioning leadership to subsequent generations. She has a unique passion for rising gen family members as well as women of wealth.
Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at Family Office Exchange (FOX), where she led the organization’s knowledge, learning, and education strategies for over 400 families and 150 multi-disciplinary advisors. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealth families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage.
Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations/Political Science from Colgate University. She has earned the Certified Financial Planner™ (CFP®) designation and holds an Advanced Family Business certification (ACFBA) from the Family Firm Institute where she is also an FFI Fellow. Amy is also the Co-Chair of the Ultra High Net Worth Institute (UHNWI) Advisory Board, a think (and do) tank of C-suite executives dedicated to bringing excellence to the world’s wealthiest families. She draws her inspiration and motivation from these families who have the enormous power to do good. Helping these families flourish is her north star.
Outside the office, Amy has a number of pursuits that keep her well balanced and enjoying life. She is more than just an avid skier, having been trained and certified as a PSIA Adaptive Ski instructor. Off the slopes she gets her adrenalin rush from pedaling her Peloton where she uses the handle “badassahc”. In her more reflective moments, Amy practices yoga and enjoys gardening. And regardless of the season, indoors or out, she keeps up her pursuit of lifelong learning, mentoring and coaching others, and above all, remembering to laugh.
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