Amy Hubble, Phd, Cfa, Cfp®,Tep

Amy Hubble, Phd, Cfa, Cfp®,Tep Email and Phone Number

Principal at Radix Financial @ Radix Financial, LLC
Amy Hubble, Phd, Cfa, Cfp®,Tep's Location
George Town, Cayman Islands, Cayman Islands
About Amy Hubble, Phd, Cfa, Cfp®,Tep

As the Founding Principal of Radix Financial and co-portfolio manager of our firm's private investment fund - Radix Financial First Pillar Ltd., I work closely with families from around the world to accomplish a multitude of complex wealth and investment ambitions. Radix is proudly 100% female owned and offers both US onshore and offshore financial solutions, depending on your needs. In business and in life, there are a few things I believe strongly:✨ Disciplined, long-term investment strategies are how to build and maintain wealth;✨ Fees should be clearly stated, fair, and transparent; and✨ Community partnership and charitable giving (of both time and money) are crucial elements of financial success.Let's connect!

Amy Hubble, Phd, Cfa, Cfp®,Tep's Current Company Details
Radix Financial, LLC

Radix Financial, Llc

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Principal at Radix Financial
Amy Hubble, Phd, Cfa, Cfp®,Tep Work Experience Details
  • Radix Financial, Llc
    Principal Investment Advisor
    Radix Financial, Llc Jan 2015 - Present
    George Town, Grand Cayman, Ky
    Specializing in long-term family wealth management across the US, in the Cayman Islands, and around the globe.www.radixfinancial.com
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  • Cfa Society Cayman Islands
    President
    Cfa Society Cayman Islands Dec 2022 - Dec 2024
    Grand Cayman, Ky
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  • Heritage Trust Company
    Senior Vice President, Head Of Personal Trust
    Heritage Trust Company Sep 2013 - Jan 2015
    Oklahoma City, Ok, Us
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  • Heritage Trust Company
    Vice President, Portfolio Manager
    Heritage Trust Company Jan 2012 - Aug 2013
    Oklahoma City, Ok, Us
    View
  • Heritage Trust Company
    Investment Analyst
    Heritage Trust Company Jul 2009 - Dec 2011
    Oklahoma City, Ok, Us
    View
  • Heritage Trust Company
    Personal Trust Assistant
    Heritage Trust Company Sep 2007 - Jul 2009
    Oklahoma City, Ok, Us
    View
  • Heritage Trust Company
    Marketing & Executive Assistant
    Heritage Trust Company May 2007 - Sep 2007
    Oklahoma City, Ok, Us
    View

Amy Hubble, Phd, Cfa, Cfp®,Tep Skills

Investments Portfolio Management Finance Financial Analysis Financial Modeling Strategic Financial Planning Asset Management Financial Planning Personal Financial Planning Wealth Management Mutual Funds Retirement Planning Banking Public Speaking Trusts Non Profit Finance

Amy Hubble, Phd, Cfa, Cfp®,Tep Education Details

  • The University Of Georgia
    The University Of Georgia
    Consumer Economics & Financial Planning
  • University Of Oklahoma
    University Of Oklahoma
    Finance
  • Oklahoma Christian University
    Oklahoma Christian University
    Marketing/Management

Frequently Asked Questions about Amy Hubble, Phd, Cfa, Cfp®,Tep

What company does Amy Hubble, Phd, Cfa, Cfp®,Tep work for?

Amy Hubble, Phd, Cfa, Cfp®,Tep works for Radix Financial, Llc

What is Amy Hubble, Phd, Cfa, Cfp®,Tep's role at the current company?

Amy Hubble, Phd, Cfa, Cfp®,Tep's current role is Principal at Radix Financial.

What schools did Amy Hubble, Phd, Cfa, Cfp®,Tep attend?

Amy Hubble, Phd, Cfa, Cfp®,Tep attended The University Of Georgia, University Of Oklahoma, Oklahoma Christian University.

What are some of Amy Hubble, Phd, Cfa, Cfp®,Tep's interests?

Amy Hubble, Phd, Cfa, Cfp®,Tep has interest in Poverty Alleviation, Education, Arts And Culture, Economic Empowerment.

What skills is Amy Hubble, Phd, Cfa, Cfp®,Tep known for?

Amy Hubble, Phd, Cfa, Cfp®,Tep has skills like Investments, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Strategic Financial Planning, Asset Management, Financial Planning, Personal Financial Planning, Wealth Management, Mutual Funds, Retirement Planning.

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