Amy Crandall Kaser

WORK HISTORY

EDUCATION

ABOUT AMY CRANDALL KASER

I am a Chief Investment Officer and Portfolio Manager with over 30 years of experience in investment management, working with private clients, family offices, endowments, and foundations. My career has spanned fundamental equity research, distressed credit analysis at a Boston-based hedge fund, and multi-asset portfolio construction — giving me a ground-up understanding of how capital markets work across the full cycle.My focus is on building durable, well-constructed portfolios grounded in fundamental research and disciplined risk management. I work closely with clients — including high-net-worth individuals, family offices, and institutional investors — to develop investment strategies that are integrated with their broader financial picture, including trust structures, estate planning objectives, and tax efficiency. Getting the investment policy right matters, but so does making sure the portfolio works within the full context of a client\'s financial life. I hold an MBA from the Wharton School, a BA in Economics and Fine Arts from William & Mary, and the CFP® designation — a credential that reflects my commitment to comprehensive financial planning alongside investment management.