Amy Thacher joined Blume Capital in 2015 with more than 16 years of experience working with independent investment advisors, most recently at Charles Schwab.

During her last four years at Schwab, Amy provided practice management consulting services to independent advisors and financial planners to help them run their businesses more effectively. In the prior 12 years, Amy held various technology and marketing roles that focused on supporting the business efforts of independent investment advisors. She managed technology integration projects, developed market positioning, defined software product requirements, and implemented software to help advisors streamline their businesses. She began her career as a capital markets analyst in New York on the fixed-income trading floor at Merrill Lynch.

Amy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association®.

Education:

Colgate University – BA, Mathematical Economics (with Honors)
Golden Gate University – Graduate Certificate, Financial Planning

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, the CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.