Profiel
Ms. True joined Acadia Trust as Assistant Vice President and Operations Manager in 2010.
She brings more than 12 years of wealth management and investment operations experience with both national and regional-level institutions.
Prior to joining Acadia Trust, she was with Vigilant Capital Management, LLC as director of investment operations where she worked extensively with high net worth individuals and was responsible for trading, performance measurement, research, operations and client administration.
In her role as Operations Manager, she is responsible for managing the operations, systems and quality standards for the firm’s high-net worth, non-profit and employee benefit plan clients.
Ms. True earned her Bachelor of Arts degree in business administration from the University of Maine at Orono, graduating cum laude and a scholar athlete.
She was awarded the Chartered Financial Analyst (CFA) designation in 2004.
Eerdere bekende functies van Amy M. True
| Bedrijven | Functie | Einde |
|---|---|---|
Vigilant Capital Management LLC (Old)
 Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. | Analyst-Equity | 31-08-2010 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Opleiding van Amy M. True
| University of Maine | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Vigilant Capital Management LLC (Old)
Vigilant Capital Management LLC (Old) Investment ManagersFinance Vigilant Capital Management LLC (Vigilant) is a wealth management firm headquartered in Portland, Maine. The firm was founded in 2002 and acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. Vigilant specializes in progressive investment and wealth planning solutions that are tailored to the unique needs of each client. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
