Amy MacLeod Email & Phone Number
Managing Director, Wealth Advisor @ Cresset
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Amy MacLeod Location
- Santa Barbara, CA, US
Amy MacLeod Work
- 2021 -now Managing Director, Wealth Advisor @
- 2003 -now Member @ Kinevan Ranch, LLC
- 2008 -2021 Wealth Manager @
- 2006 -2008 Director of Attorney Staffing @
- 2004 -2006 Attorney @ Wheeler Trigg O'Donnell (f/k/a Wheeler Trigg Kennedy)
- 2002 -2004 Attorney @
- 2001 -2001 Law Clerk @
Amy MacLeod Education
- University of Chicago Graduate School of Business
M.B.A. (Entrepreneurship, Finance)
2000-2002 - University of Chicago Law School
J.D.
1998-2002 - Princeton University
A.B. (Economics)
1994-1998
Amy MacLeod Skills
- Estate Planning
- Investments
- Portfolio Management
- wealth advisor
- Values-based investing
- Philanthropy guidance
- Litigation
- Social Software
- Design
- Mobile Applications
- Online Offline Tools
- Values Based Investing
- Web Applications
- Microsoft Excel
- Customer Service
- Research
- Data Collection
- Strategic Planning
- Civil Litigation
- Free Software
- Collaboration
- Legal Writing
- Project Management
- Sales
- Public Speaking
Amy MacLeod Summary
- Amy MacLeod, based in Santa Barbara, CA, US, is currently a Managing Director, Wealth Advisor at Cresset. Amy MacLeod brings experience from previous roles at Kinevan Ranch, LLC, Manchester Capital Management, Gibson Arnold & Associates and Wheeler Trigg O'Donnell (f/k/a Wheeler Trigg Kennedy). Amy MacLeod holds a 2000 - 2002 M.B.A. in Entrepreneurship, Finance @ University of Chicago Graduate School of Business. With a robust skill set that includes Estate Planning, Investments, Portfolio Management, wealth advisor, Values-based investing and more. Amy MacLeod has 2 emails on RocketReach.
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