Amy Resnic Email & Phone Number

Wellesley Hills, Massachusetts, United States

In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

Wellesley Hills, Ma

Financial Advisor and Chief Compliance Officer with Aevitas Wealth Management, Inc., formerly Michael A. Schreiber & Associates, Inc., a fee-only Registered Investment Adviser offering customized independent advice to clients in various areas of Financial Services including Planning, Asset Management, Risk Management and Estate Planning. At Aevitas Wealth Management, we believe that trust and understanding are the cornerstones of a successful, long term Advisor/Client relationship. Working with clients, our goal is to tailor investing strategies to help our clients and their families accumulate wealth, reduce taxes and increase cash flow in order to live comfortably and confidently.Aevitas Wealth Management, Inc. (Aevitas) is a Registered Investment Advisor (“RIA”) located in the Commonwealth of Massachusetts. Aevitas provides investment advisory services and related services for clients nationally. Aevitas will maintain all applicable registration and licenses required by the various states in which Aevitas conducts business, as applicable. Aevitas renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Greater Boston Area

Primary client contact for more than 300 high net worth trust and investment management accounts.

Bachelor’S Degree, Economics & Geography

B.A., Economics and Geography, May 1992, Cum Laude Omicron Delta Epsilon & Gamma Theta Upsilon (International Economics & Geography Honor.

Education record

Attended the ABA National Trust School providing a solid foundation in the trust, investment, financial planning, and estate planning.

Education record

Attended the NE School of Banking Trust Program at Williams College for one-week intensive courses during the summers of 1995 and 1996.