Amy Griman

Background

About Amy Griman

A seasoned wealth management executive, I thrive leading businesses that focus on caretaking a client’s legacy. Through simplifying the complexity of planning for and distributing wealth, I refine and guide high and ultra-high net worth clients and families through launching and ensuring their bespoke legacy. From my many roles and broad wealth management leadership experience, I bring all facets of wealth management to build and equip teams that attract assets, generationally retain clients, and integrate all elements of comprehensive advice. I bring a deep expertise, understanding and love of trust planning and administration to my work as I find Trust to be the key to developing loyal, generational clients. I have successfully led complex businesses with competing constituencies, consistently increasing revenue, attracting AUM and utilizing a defined risk appetite to grow the business. When time allows, I enjoy writing and speaking on the topic of legacy, the dynamics of family intricacies and telling each family's unique story.