Amy is a Director of Client Services and Operations at The Colony Group. She works with and supervises a team of portfolio administrators responsible for maintaining client portfolios, establishing new accounts, transferring assets, processing trades, reporting quarterly performance, and administering various other client service requests. Amy also works with The Colony Group’s portfolio managers on mutual fund research and portfolio implementation.
Previously, Amy served as an Assistant Portfolio Manager and was responsible for day-to-day management of a select group of equity portfolios, as well as the firm’s mutual fund portfolios.
Amy earned a Bachelor of Science in Business Administration from Salve Regina University.