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Amy Lampert

Amy Lampert has over twenty-five years of management experience in the financial services industry, in roles ranging from financial advisor to executive management roles in Product Development, Human Resources, and Marketing with Merrill Lynch, UBS, Mellon Bank, and HSBC. Amy is currently affiliated with The Bulfinch Group, a wealth management firm located in Needham, MA.

In 1998, Amy founded the not-for-profit Women’s Financial Network and continues today as the founding principal of WomensWorth® (www.womensworth.com), a company whose mission is to demystify the world of money and increase financial literacy among women and youth.

Amy has written frequently as a consumer advocate for individual investors and was the author of a blog dedicated to her findings while mystery shopping in the offices of banks and brokerage offices. She has designed and delivered numerous financial education workshops for companies in the financial services industry as well as for WomensWorth, and has been a guest lecturer at Stern School of Business at New York University and Fordham University on the delivery of financial services in each of the major distribution channels. Ms. Lampert holds an M.A. and a M.Ed. from Tufts University. She holds securities supervision and investment advisory licenses, and is an investment advisor representative of Park Avenue Securities.

Ms. Lampert belongs to The A. K. Rice Institute's Center for the Study of Groups and Social Systems, the Human Resources Council and is an arbitrator for FINRA’s (formerly the National Association of Securities Dealers) dispute resolution division. She is a graduate of the Organizational Development and Consultation Program (ODCP) at the William Alanson White Institute (WAWI) of Psychiatry, Psychoanalysis and Psychology, New York and from the Securities Industry Institute at the Wharton School of the University of Pennsylvania.

Amy spends her leisure time mentoring younger women who are starting out in the financial services industry, offering counsel to mid-careerists desiring more meaningful work, and on offering pro-bono consulting services to start-up boards in the area of diversity and governance. If there is any time left over, she plays tennis with her son, Ben, who, recently beat her for the first time!

Contact Amy for a complimentary, confidential appointment.

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian

 

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