The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Since founding Giving Tree Associates, Amy has helped her clients raise tens of millions of dollars via public and privatefunding sources. As a principal, Amy manages annual, capital and endowment campaigns, facilitates board leadership development and solicitation training workshops, builds strategic plans, develops communication strategies, and recruits professional leadership.
Amy has worked in nonprofit management for over 20 years. Prior to co-founding Giving Tree Associates, Amy served as Director of Development at Ida Crown Jewish Academy, Director of Development and Communications at Jewish Council for Youth Services, held several positions with United Jewish Communities, and her career began at Jewish Federation of Metropolitan Chicago as Director of Campus Campaigns for The Hillels of Illinois.
Amy received her Bachelor’s in Psychology from the University of Illinois Urbana-Champaign and Master’s in Social Work with a Certificate in Jewish Communal Service from the University of Pennsylvania School of Social Work and Gratz College.