As the Director of Fiduciary Services, Amy is a responsible for the oversight of Boston Fiduciary Services, LLC, an independent professional trustee that is a wholly owned subsidiary of Boston Financial Management. In addition, Amy chairs the Fiduciary Committee and works with clients to implement trust, estate, and financial plans.
Before joining Boston Financial Management in 2012, Amy was a Senior Trust and Fiduciary Specialist at Wells Fargo Private Bank. She has held senior positions at U.S. Trust, Bank of America Private Wealth Management and its predecessor firm, State Street Bank Private Asset Management, as well as J.M. Forbes & Co.
Amy is a graduate of St. Olaf College, Northfield, MN and holds a Graduate Certificate in Management from the Radcliffe Institute at Harvard University, Cambridge, MA.
Industry Accreditation & Affiliations
Boston Estate Planning Council – member
Amy enjoys world travel, and art and design in all forms.