Amy joined Delfin in March 2022, bringing nine years of expertise in private wealth management, investment research, and quantitative analytics in family office settings. Previously, she held roles at Morningstar and at Stonehage Fleming as a senior associate, where she helped construct and manage multi-asset portfolios for high-net-worth individuals.
A CFA Charterholder since 2017, Amy also holds a Bachelor of Commerce with Honors in Finance and Economics. Passionate about excellence, she believes, “We are what we repeatedly do. Excellence, therefore, is not an act but a habit.”
Outside of work, Amy enjoys trail running, travel, nature, cooking, and wellness.
