Amy Boyd, CFA®, CFP®

Director of Research

Amy Boyd joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management. Amy is responsible for the firm’s investment and economic research and leads the investment committee. She is also involved in client relationship and portfolio management.

Previously, Amy was a portfolio manager and equity analyst at First Western Trust Bank, a private bank and wealth management firm.  Prior to that, she worked as an equity research analyst with Berger Funds focusing on publicly traded companies within the Healthcare sector. Amy has also worked for a Denver-based Commodity Trading Advisor where she was responsible for trading European and Asian equity and bond market indices for a long-short global futures portfolio.

Amy has earned the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  She has an MBA from the University of Colorado at Denver and a BA in English from the University of Texas at Austin.

Amy is a volunteer for Whiz Kids Tutoring ;and is an avid hiker and skier.

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