Amanda is a Client Relationship Manager and Vice President within the Rockefeller Global Family Office. She joined the firm in November 2019 with over 12 years of industry experience.
Amanda focuses on maintaining Moldaver Lee Cohen Wealth Partners’ business strategies with a concentration on financial planning, reporting, marketing, and client service. In her previous role with Morgan Stanley, she was designated as a Financial Planning Specialist. As someone who interfaces with clients on a daily basis, she is focused on providing an enjoyable service experience for existing and prospective clients.
Amanda lives in Cleveland, Ohio with her husband and young son. Outside of the office, you can find her on a tennis court, traveling or cheering on her beloved Cleveland sports teams (for better or worse). She graduated with a degree in finance from Miami University and holds Series 7 and 66 licenses.