Amy Lange, CFA, CFP^®

Amy specializes in communicating complex economic and investment concepts to clients in clear, succinct language. Her goal is to help them understand how specific investment decisions impact their plans and goals. The bond she creates and the effort she exerts transform Amy’s clients into friends.

Amy is a chartered financial analyst and certified financial planner with more than 25 years experience providing customized wealth management solutions to individuals, families, foundations and endowments. Since she joined the firm in 2005, she’s served as the Director of Fixed Income and as a portfolio manager.

Previously, Amy served as a portfolio manager at U.S. Trust and a pension consultant at Bankers Trust.  She began her career at The Boston Company in private asset management.

Education and accreditations

• BS in Finance and Economics, Boston College
• MBA in Finance and Entrepreneurial Studies, University of Southern California
• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP^®)

Professional associations

• CFA Society of Los Angeles, Member
• CFA Institute, Member

Community service

• Women’s Leadership Council, Member
• The National Charity League, Manhattan-Hermosa Chapter, Member and Past Board Treasurer
• Vistamar School, Board Committee Member
• Pacific School in Manhattan Beach, PTA Committee Chair
• Richstone Family Center, volunteer

Passions

Fitness, travel, charity work, spending time with family