Amie Shields
Transition Manager
Amie began her career in the retail broker dealer sector and progressed to fixed income trading for institutional middle markets before her interests turned to the RIA sector. She collaborated with advisors looking to transition, creating processes and leading teams who run point on the onboarding process to ensure a seamless transition of assets with minimal client impact.
With 28 years of experience in the financial services industry, Amie brings a deep understanding of both custodial operations and advisor-facing service. Her expertise spans leadership roles in transition management, sales operations, and advisor services, uniquely positioning her to streamline and enhance the advisor onboarding journey.
When away from the office Amie enjoys managing her farm with her husband and being outdoors with her horses, boating, and working with non-profit organizations focused on the equine industry.