Amy Alpert's Location
Boston, Massachusetts, United States
Amy Alpert's Work
- Assistant Portfolio Manager @ Gray Equity Management, LLC
- Relationship Manager @ Financial Services Company
- Business Development and Services Manager @ NEIRG Wealth Management
- Investor Relations @ Calare Properties, Inc.
- Senior Consultant and Team Lead @ everis
- Client Services Manager @ Boston Financial Management, LLC (formerly Emerson Investment Management)
- Senior Client Service Associate @ Boston Financial Management, LLC (formerly Emerson Investment Management)
- Operations and Client Service Associate @ Boston Financial Management, LLC (formerly Emerson Investment Management)
- Accounting Intern @ TA Realty
- Revenue Analysis Intern @ Wellington Management
Amy Alpert's Education
- Northeastern University
Bachelor of Science (Accounting, Finance)
1997 - 2002 - Boston University
Amy Alpert's Skills
- Investments
- Investment Management
- Asset Managment
- Alternative Investments
- Bloomberg
- Mutual Funds
- Financial Services
- Leadership
- Equities
- Wealth Management
Amy Alpert's Summary
Amy Alpert, based in Boston, Massachusetts, United States, is currently a Assistant Portfolio Manager at Gray Equity Management, LLC, bringing experience from previous roles at Ameriprise Financial Services, Inc., New England Investment and Retirement Group, Inc., Calare Properties, Inc. and Everis. Amy Alpert holds a 1997 - 2002 Bachelor of Science in Accounting, Finance @ Northeastern University. With a robust skill set that includes Investments, Investment Management, Asset Managment, Alternative Investments, Bloomberg and more, Amy Alpert contributes valuable insights to the industry.
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