Please join us in welcoming Amy to the Willow Street team. As a Senior Relationship Manager, Amy serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, and cash flow management. With a background in private equity, Amy possesses a deep understanding of fund platforms, alternative assets, and complex organizational structures.
Amy joined Willow Street from Convergence Investments, a Jackson-based real estate investment and development firm where she spent eight years leading Investor Relations, Asset Management, and Special Projects. She is currently pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA).
Originally from Connecticut, Amy has called Jackson home since 2007. She earned her MBA from The University of North Carolina at Chapel Hill and her BA in Business Management from The University of Lynchburg in Virginia. Amy serves as Vice President of the Board of Trustees for Friends of Pathways. Outside of the office, Amy enjoys the outdoors alongside her husband and young daughter.
What’s the best piece of advice you’ve ever been given?
In 2020 I read the book “Untamed” by Glennon Doyle. There’s a passage that reads, “Our next life will always cost us this one. If we are truly alive, we are constantly losing who we just were, what we just built, what we just believed, what we just knew to be true.” I love this reminder that even though change and forward progression can be uncomfortable, the pursuit of knowledge and commitment to live your fullest life are worth the challenge.
What’s your favorite insider tip to share with Jackson visitors?
My husband and I love to spend summer nights camping on Jackson Lake. Rather than going to one of the Park’s busy campgrounds, we reserve a backcountry camping permit on the lake’s quiet peninsulas or islands. In a short 10-minute boat ride or 30-minute paddle in a canoe or kayak, we feel like we’re miles away from the crowds. The views and stargazing are incredible from the middle of the lake. When we have visitors, we always try to get them out for a night on the lake.