Amy Ko
Regional Managing Director Senior Relationship Manager @Fiduciary Trust International
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WORK HISTORY
Regional Managing Director Senior Relationship Manager @Fiduciary Trust International
San Francisco, CA, US
Regional Managing Director of Fiduciary Trust International’s Northern California Market. I oversee and lead a team of highly experienced and specialist professionals. I am also a member of the FTI Operating Committee.I lead and coordinate my team of specialists to bring the firm’s resources to individuals and nonprofit clients to serve and to deliver sound investment management, fiduciary, and trustee services, backed by ongoing financial and estate planning reviews and guidance.As a functional leader with a dual-role, I also serve as the hands-on PPOC/Relationship Manager and acting as the personal “COO” to individuals, families, and public charities catering to their overall financial and investment management needs and goals. My team and I provide thoughtful planning and solutions covering investment management and trust services. We operate as a confidante and sounding board, guiding clients through tailored plans based on their current and strategic financial needs and goals, along with determining what is practical for their lifestyle and equipping successive generations to manage.
EDUCATION
D'Amore-McKim School of Business at Northeastern University
M.B.A., Specializations in Marketing & Corporate Renewal
UMass Boston
B.S., General Business Management
SKILLS
ABOUT AMY KO
I am a wealth management market leader with over 15 years of business development and direct client engagement as PPOC overseeing each important client relationship and driving our team’s efforts. My skills and services include hands-on active portfolio management, trust administration, financial and estate planning services, and banking and lending services.My clients are Founders, Investors, C-Suite Level Executives within the Tech and Life Sciences ecosystem. I educate and assist clients and their families with thoughtful comprehensive wealth planning solutions that involve financial, risk management, and estate planning, throughout our relationship together.I currently live in San Francisco, CA. I have a network spanning both coasts in the Bay and New England.I am committed to helping my community thrive and take an active role to learn, to understand, and to use my skills and personal resources to steward important organizations that invest in our community.Active community and non-profit volunteer work includes:* San Francisco SPCA- Board Member (8yrs), Executive Committee and Capital Improvements Committee Member, Chair of Investment Committee (5yrs)* Former United Way Bay Area (UWBA)- Board Member during Merger of UWBA and United Way Silicon Valley (UWSV)
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