Amy Puccia

Senior Relationship Manager

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.