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Wealth Manager

Montecito Office: 805.969.5670

Amy is responsible for managing clients’ investment portfolios, assisting clients with their estate planning and wealth transfer strategies, and providing clients with philanthropic guidance, including assisting with the governance and administration of family foundations. Amy further provides guidance on values-based and impact investing strategies. Prior to joining Manchester Capital in 2008, Amy practiced law, and she is a member of the State Bars of California and Colorado. Amy received her J.D. and M.B.A. from The University of Chicago, and she received her A.B. in Economics from Princeton University. Amy lives in Santa Barbara with her husband and two daughters and enjoys a variety of community and athletic activities. She is on the board of the Lobero Theatre Foundation, where she currently serves as  President, and she is a member of Premier Professionals of Santa Barbara. She also serves on the Judicial Committee for USA Bobsled and Skeleton. In college, she served as President of the Princeton Women’s Rugby Football Club, and was selected to the All-America team after Princeton won the national collegiate championship in 1996. Today, Amy enjoys hiking, cycling, volleyball, and alpine skiing. Amy’s Santa Barbara County roots go back five generations to the 1860s, when her great-great grandparents ran a stagecoach stop.