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Amy Crandall Kaser, CFP®

Portfolio Manager

Amy manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Investment, Investment Policy, Portfolio Strategy, Active Ownership, and ESG Research & Engagement Committees and provides primary research and analysis in the consumer staples sector.Amy manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Investment, Investment Policy, Portfolio Strategy, Active Ownership, and ESG Research & Engagement Committees and provides primary research and analysis in the consumer staples sector, and contributes to portfolio management of the Balanced and Large Cap Core strategies.

Amy began her career in 1995 and joined the firm in 2012. Most recently, she worked at Shepherd Kaplan Krochuk where she was a Managing Director and the firm’s Investment Strategist. She previously worked for hedge fund New Generation Advisors and the Harvard Business School, where she authored case studies and developed teaching materials for MBA studies in business analysis and valuation. Amy also worked as an Investment Officer at MFS Investment Management where she performed fundamental analysis on the chemical and restaurant industries, and at Loomis Sayles & Company where she served as a Vice President and Senior Equity Analyst covering equities within the consumer discretionary sector, and contributes to portfolio management of the Balanced and Large Cap Core strategies.

Amy earned a BA in Economics from the College of William & Mary and an MBA from The Wharton School of the University of Pennsylvania. She holds the CERTIFIED FINANCIAL PLANNER™ certification. She is the Treasurer of the Board of Trustees of the Tremont School, in Concord, MA, the Treasurer of the Lexington Arts Council, a member of the Boston Estate Planning Council, and a member of the Investment Committee of Urban Edge, a national leader in the community development field that builds affordable housing in Boston.