Amy is co-Chief Investment Officer at Ategenos Capital and brings more than 22 years of experience to the role. Amy oversees all aspects of investments, which includes establishing and implementing investment policies, portfolio management, investment research, strategy due diligence, and consulting. Amy is a member of the Ategenos Investment Committee.

Prior to joining Ategenos in October 2022, Amy was the Head of Discretionary Portfolios at Brinker Capital Investments. In this role, she chaired the firm’s Portfolio Management Committee, provided oversight to all discretionary, multi-asset class portfolios, and led portfolio management for the Destinations program. Amy was also a Portfolio Manager of the highly rated Destinations Funds, a group of sub-advised, multi-manager mutual funds launched in 2017. The Destinations Funds were named to Barron’s Top Ten Fund Families in 2018 and 2020. She joined Brinker Capital in 2006 as a Senior Investment Analyst and assumed portfolio management responsibilities for Destinations in 2007. Prior to Brinker Capital, she worked at Franklin Park Associates as an Associate, and at BlackRock as an Analyst.

Amy earned a Bachelor of Science degree in Finance from Lehigh University and is a CFA charterholder.