Amy E. Barker, CFA, CFP
- Director of Portfolio Management
- Responsible for portfolio and market sector strategies
- 15+ years experience in the financial services industry
- CFA Institute member
- Founding president and member of the Dayton Society of Financial Analysts
- Financial Planning Association member
- Serves on Investment Advisory Committee of the Regional Transit Authority
- President of the YWCA of Dayton Board of Trustees
- Chartered Financial Analyst
- Certified Financial Planner
- Undergraduate: University of Cincinnati, B.B.A. in Finance and Marketing
