• Babson College, MBA

Amy serves as a relationship manager on the Americas Institutional Group Relationship Management team, and acts as a conduit for clients to ensure that the full range of resources and services of the firm are brought to bear on their behalf. These services include assisting clients with long-term investment strategy and policy issues and evaluating portfolio risks and performance, as well as ensuring compliance with policy guidelines and applicable regulations. In addition, as director of Pension Strategies, Amy is responsible for identifying, sharing, and acting upon the major trends occurring within the pension marketplace. In this capacity, she is responsible for synthesizing information on defined benefit trends for corporate and public fund plan sponsors, developing thought pieces for internal and external use, and working closely with various groups at Wellington Management to ensure that the firm is positioned to be a resource and provide solutions to these channels.