Amanda joined Edge in 2007 as Director and Client Specialist and served as a vital connection between our clients, portfolio managers and investment advisors. In that role, she ensured a smooth transition process for new clients, was responsible for portfolio administration, facilitated internal and external marketing and events, and coordinated human resources. She was also instrumental in consolidating Edge’s charitable giving to several local charities and causes for maximum impact in our community. In her current role as an Edge Ambassador, Amanda continues to serve a vital connection between clients and our team while bringing the Edge brand and mission to life.
The opportunity to build relationships and work with clients drew Amanda to the investment industry after she earned her Bachelor of Arts degree in Economics and Spanish at Hollins College in Virginia. She brings a wealth of experience, including a senior client service position with the highest-producing team at Morgan Stanley and assisting the Regional Manager at Credit Suisse. She interned at Bear Stearns in New York on the Equity Syndicate Desk and began her career in private wealth management at Morgan Stanley in New York. Amanda also served as Chief Administrative Officer for Octagon Advisory Group, an international hedge fund; was a Registered Sales Assistant in the Institutional Bond Department for Synovus Securities in Columbus, Georgia; and was the assistant to the Retail Branch Manager at Interstate/Johnson Lane in Atlanta, Georgia.
Although Amanda is a rare Atlanta native, she has also enjoyed living in both Aspen and Telluride, Colorado. In her free time, Amanda enjoys traveling and spending time with family and friends.