Amy specializes in tracking, identifying, and sharing public pension fund trends and insights with investors across the firm. She gathers information on defined benefit plans and corporate/public plan dynamics, contributes thought leadership content, and works across the organization to ensure that Wellington is consistently positioned as a top resource and solutions provider. Amy also serves as a business development manager for the Americas Institutional Group, which works to deepen strategic client relationships.
Prior to joining Wellington in 1999, Amy was a real estate investment trust (REIT) analyst at Invesco Realty Advisors. Before that, she was a research assistant and portfolio administrator at Invesco Management and Research.
Amy holds a BA in economics from Middlebury College and an MBA from Babson College. She also holds the Chartered Financial Analyst (CFA) designation.