Amy is a senior client service manager at CIBC Private Wealth with over 20 years of industry experience. In this role, she is responsible for opening accounts and providing ongoing account administration for high net worth individuals and families. She works closely with relationship managers to provide comprehensive client service, fiduciary oversight, and client reporting and analysis.

Prior to joining the firm, Amy served as a senior trust officer at Chevy Chase Trust.

Amy earned a Bachelor of Science degree in finance and economics from West Chester University of Pennsylvania. She also holds the Certified Trust and Financial Advisor (CTFA) certification.