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Senior Client Service Manager
Amy Huey is a senior client service manager at CIBC Private Wealth in San Francisco with over 15 years of industry experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals, families and foundations. Prior to joining the firm in 2024, Amy served as an associate director of compliance and operations at Embarcadero Financial Group. She was responsible for maintaining office procedures to ensure compliance with Registered Investment Advisor regulatory filings and audits. Amy also served as a member of their home office O.N. Equity’s administrative advisory board assisting with national process improvements. Earlier in her career, Amy worked as a senior associate quality control specialist at First Republic Securities, LLC. Starting as an operations associate, Amy ultimately worked with one of First Republic’s leading private client teams. Amy earned a Bachelor of Arts degree in economics from Sacramento State University.
