Amy Tierney, CFP®

Amy Tierney, CFP®, Director of Operations, Managing Director

Amy serves as Edge’s Managing Director, Director of Operations.  Her primary focus is collaborating with executive leadership to implement the overarching vision and mission of the firm. Amy serves as a resource in all phases of the firm’s management, operations, business development, and client service teams by strategically integrating processes and developing and deploying best-practice workflows designed to deliver operational excellence.

Amy graduated from the University of Houston and also earned a Masters in Business Administration (MBA) from The Citadel in Charleston, South Carolina. Additionally, she is a graduate of the Schwab Executive Leadership Program and has served on the TD Ameritrade Client Experience Board, the Schwab Technology, Operations, and Service Board and the Pershing Technology Advisor Board.  

Amy is a well-rounded operations and client experience professional. She enjoys working collaboratively with all stakeholders to develop and implement processes designed to balance scalable growth and the delivery of a white-glove client experience. Prior to joining Edge, Amy spent 15 years with an Atlanta-based investment advisory firm serving in cross-functional leadership roles focused on client experience and operational excellence. Amy also served as VP, Relationship Manager in Bank of America’s Premier Wealth Management Group, Registered Client Service Associate at Morgan Stanley, and in Investor Services at Van Kampen Funds.

Amy grew up in Houston, Texas and met her husband, Kevin, in Charleston, South Carolina. Moving to Atlanta in 2004, Amy and Kevin live in Roswell with their two children, Suzie and Edward, and two schnauzers, Lucy and Koko. The Tierneys enjoy cooking together, soccer and volleyball tournaments, and lots of time on the beach.

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I am unwavering in my commitment to personal and professional growth utilizing an ongoing learning, curiosity, self-awareness, and coachable mindset as key pillars. My personal mission is to apply these pillars to drive collaboration to develop the 'how' of any idea or strategy. I diligently anticipate the needs and questions of stakeholders and bring calm, structure and planning to every project. At Edge, our pursuit of excellence demands critical and creative thinking, always, while upholding our fiduciary responsibilities, and bringing a cohesive team to help steward our clients’ missions.

-Amy Tierney, CFP®
Managing Director, Director of Operations

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