Amy Elizabeth Bush
Chief Investment Officer bij Tandem Wealth Advisors LLC
Profiel
Ms. Amy E.
Bush, CFA MBA, is a Chief Investment Officer at Tandem Wealth Advisors LLC.
Ms. Bush brings over 25 years of investment management experience to Tandem.
She spent most of her career with Victory Capital Management in various functions including performance analytics, credit analysis, trading, portfolio management and as a fixed-income product specialist.
Ms. Bush was employed as a Portfolio Manager by Victory Capital Management, Inc. (Investment Management) and a Credit Analyst by Society Bank Michigan.
She holds a B.S.
in Business with a concentration in Finance from Miami University and an MBA with a concentration in Finance from Case Western Reserve University.
Additionally, she is a holder of the Chartered Financial Analyst designation.
Actieve functies van Amy Elizabeth Bush
| Bedrijven | Functie | Begin |
|---|---|---|
Tandem Wealth Advisors LLC
 Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Chief Investment Officer | 01-01-2023 |
Eerdere bekende functies van Amy Elizabeth Bush
| Bedrijven | Functie | Einde |
|---|---|---|
| Society Bank Michigan | Corporate Officer/Principal | - |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Amy Elizabeth Bush
| Miami University | Undergraduate Degree |
| Case Western Reserve University | Masters Business Admin |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 3 |
|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
| Society Bank Michigan | Finance |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Finance |
