About

More than 30 years of experience, focused on providing insights and solutions to clients with institutional wealth who are in a moment of evolution. As a former private equity investor, Amanda has deep familiarity with companies on the transaction path, and the founders and owners who experience significant liquidity events as a result. She also has particular expertise in working with women who are experiencing independent wealth for the first time. Highlights from her career include launching a management consulting firm focused on privately held companies and fund managers, and significant leadership tenure at GoldPoint Partners, New York Life Insurance Company’s $17bn+ private equity investment arm. Amanda holds a master’s in finance from Columbia Business School, a bachelor’s in economics and English literature from Barnard College, and her series 7 and 63 licenses.

As a former private equity investor, Amanda has deep familiarity with companies on the transaction path, and the founders and owners who experience significant liquidity events as a result.

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