Amy Puccia

Associate Director, Client Services

As a Client Services Associate Director, 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 works closely with client’s private family trust companies (PTCs) and 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 BA in Business Management from the University of Lynchburg in Virginia and her MBA from the University of North Carolina at Chapel Hill. 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 daughters.