Amy Young
Amy Young, CFA®, is an industry advisor in Microsoft's Worldwide Financial Services Industry team, where her mandate is to help wealth and asset management clients realize the benefits of digital transformation. She joined Microsoft in 2019 after leading digital wealth strategy at BMO in Toronto and running a boutique wealth management consulting firm for 12 years. With 30 years of experience spanning equity research, corporate strategy, and management consulting across financial services, retail, and energy, Amy is recognized for her expertise in capital markets, digital innovation, and strategic partnerships. She is passionate about empowering financial institutions to achieve more through technology, and about building inclusive, client-centric solutions for the evolving wealth management landscape. Microsoft has a valued vendor client relationship with SEI, and Amy has actively explored strategic collaboration opportunities to deepen engagement and drive innovation in wealth and investment management with SEI.
New York City, NY
Contact
www.linkedin.com/in/youngamelia
(917) 865-1185