Amy Parvaneh, Founder & CEO
Our firm was founded by industry expert Amy Parvaneh, who has coached and consulted some of the nation's fastest-growing advisory firms.
She earned her training and stripes in the Investment Management divisions of Goldman Sachs and PIMCO. While at Goldman Sachs, she shattered management expectations by bringing to the firm ultra high net worth clients whose net worth collectively exceeded $1 billion in record speed. She left to pursue entrepreneurial passions, most importantly working with students and coaching.
Ms. Parvaneh has an MBA from Duke University, with a focus on Luxury Brand Management. She also has a degree in Luxury Brand Management and selling to high net worth consumers from ESSEC University in Paris, France.
She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch, where she was consistently admired by her students for her teaching and mentoring abilities. Some of the topics she has taught on include Derivatives, Risk Management, Behavioral Finance, Wealth Management Pricing, Equities, Fixed Income, Portfolio Management, and much much more.
She is an industry respected thought leader, speaker, columnist, author, and consultant, and has been a leadership speaker at various educational functions, both for advisors and for their end investors. Most recently, she has been speaker and facilitator at the United Capital Executive Summit, Foothill Securities Conference, BluePointe Capital Client Educational Conference, and much more.