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In September 1996, Amy received her designation as a Chartered Financial Analyst, CFA® and continues to hold the designation. She views the CFA Institute’s focus on ethics and finance as unique and important in helping to rebuild the financial system. Amy spent the last 16 years on Wall Street, 4 years on the buy-side and 12 years on the sell-side as an equity analyst. She worked at Bear Stearns & Co., Inc. for six years, June 2002 through January 2008, and Deutsche Bank for three years, February 1998 through February 2001. At both firms, she focused on retail real estate investment trusts (REITs) and looked at the dynamics between retailers and landlords. For the past 10 years, she followed the REIT industry, analyzing the impact of technology, the relationship with tenants, and the influence of financing.
She worked at Lehman Brothers, February 1996 through February 1998, where she helped cover conglomerates. She gained a better insight into how companies strategically build their higher-margin businesses and learned how to value diverse businesses using sum-of-the-parts valuation methodologies.
She spent four years on the buy-side in Denver, Colorado, at Wells Fargo where she received training in both fixed income and equity markets. She controlled the performance process for the portfolios within Trust Investments.
She has lead panels and spoken at numerous conferences in New York City, San Francisco, Los Angeles, Amsterdam, Geneva, Singapore and London. She has appeared in Crain’s New York, The Wall Street Journal, and Financial Times. Her insights have been forward-looking, often challenging the status quo.
Amy spent eight years studying Mandarin Chinese, starting her sophomore year in high school. She spent six months studying abroad in Hong Kong and Nanjing, China in 1989. She received a B.A. degree from Duke University, graduating Cum Laude, with a major in Comparative Area Studies and History. Her focus areas were Western Europe and East Asia. She wrote a senior thesis, receiving honors and graduating with distinction, based upon the depiction of industrialization by contemporary Chinese painters due to the Cultural Revolution and the French Impressionist due to the period of Enlightenment and Industrialization in Western Europe. She coined the phrase ‘aestheticized industrialization’ to define how painters reacted to scenes of industrialization and ultimately turned to their artistic sensations in nature.
Amy was a member of the Metropolitan Museum of Art’s Apollo Circle (2002-2008) and is now part of the Net Met. For the past four years, she has avidly attended the Arts-in-Context lectures by Alice Hilton, Ph.D. which focus on the Unity, Diversity, and Continuity of Western Civilization. The meaning behind a piece of art was a critical part of the evolution of her valuation methodology.
Amy is a member of The Peconic Land Trust, a non-profit, that works to conserve Long Island's working farms, natural lands, and heritage for the communities now and in the future. Amy supports charity: water and WaterAid. Amy was Volunteer Chairman and Treasurer of the Young Executive Board of CampInteractive from (2007-2009). Amy was a Board Member of the New York Disaster Counseling Center (2006-2007). Amy is a Sustainer/Non-Resident at the New York Junior League and was involved in the training program for Non-Profit Boards, chairing and volunteering to help fundraising events, involved in public policy and marketing cookbooks, and volunteering time to work with children in the community. Amy was Steering Committee Chairman of the Committee for Musicians of Tomorrow for the New York Pops (1997-2000), helping to host the annual fundraiser in Damrosch Park to benefit kids. Amy was actively involved in Domestic Violence Intervention Services (Tulsa, Oklahoma), helping women fill out protective orders and helping present their cases to judges and worked with children every week at the Women’s Shelter using the Growing Up Strong (GUS) program to teach the basics of hygiene and feelings. Amy also tutored high school students through the CHANCE program (Durham, North Carolina) and independently in Denver, Colorado. |
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Please feel free to contact us via email for suggestions, inquiries and more information. We welcome your input. |
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Global Institute of Finance and Trust’s™ open forum , or blog, has been created to build a community of participants interested in value. We encourage dialogue at all levels. Our open forum is meant to encourage you to share your views on what is valuable to you, how you think companies and investments should be valued and basically to provide a starting point on how value should be considered in the future. |
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