NYIF
CFPInstructor
Jorge Amy
Practical Experience:
Jorge A. Amy is a CERTIFIED FINANCIAL PLANNER™ practitioner who brings more than 25 years of experience in the financial services industry gained at world leading financial institutions. He specializes in holistic financial planning including, insurance, retirement, investment, estate and tax planning. Focuses on investment advisory, using multi-manager selection, separate portfolio accounts and index investment strategies. He offers training and consulting solutions on the subjects of private banking, wealth management and financial planning.
His experience covers corporate finance, private banking, brokerage house and financial planning applications including: use of derivatives such as swaps and options, emerging markets; private equity; hedge funds; structured investments; other alternative investments; writing investment policy statements ; portfolio construction; client and team relationship management; performance monitoring and sales training.
Prior to his current private consulting practice, Jorge held private banking sales management positions at Citibank, Bankers Trust Co. Inc. and Chase Manhattan Bank. There he managed private banking teams offering a full line of products and services for high net worth individuals and family groups. He built books of private client businesses for Merrill Lynch and Bear Sterns before founding his current private practice as an independent wealth manager and financial planner.
Areas of Expertise:
Financial Planning
Global Asset Allocation
Exchange Traded Funds
Index Funds
Private Banking
Corporate Finance
Portfolio Construction
Private Equity and Hedge Funds
Derivatives
Education:
Licenses:
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