Extensive experience paired with product type expertise to deliver exceptional client value.

Client-centric.

Solution oriented.

Results driven.

Institutional quality.

Amber Simpson

Controller

Amber is responsible for all aspects of the financial management of the firm.  In this capacity, she has primary leadership over property and corporate accounting, cash management and investor reporting.

Amber previously owned and operated a retail franchise for 10 years and was a Vice President at Banc of America Securities where she led a trading and sales management reporting team.

Amber graduated from the University of Dayton.  She has served as Treasurer for a Parent- Teacher Organization and a local Girl Scout troop and also coached recreational soccer for 5 years.

EDUCATION
University of Dayton, BS
• Youngstown State University