Amelia holds the Chartered Financial Analyst® designation. Amelia specializes in delivering investment banking and strategic wealth management solutions tailored to business owners. Her focus is on guiding clients with comprehensive advice and planning to help them achieve their long-term goals.

As managing director of wealth strategy at MasterCorp, Amelia advises on strategic exit strategies, including business sales. She delivers MasterCorp’s platform of services, which include investment banking, financial planning, tax, estate planning, insurance, philanthropy and trust solutions, to clients. She works collaboratively with clients well in advance of transactions to maximize clients’ financial success and help secure their legacy.

Prior to joining MasterCorp, Amelia was a senior relationship manager for the Family Office Solutions team at UBS Financial Services. Experienced in product solutions, she led complex, multi-disciplined transactions and designed custom offerings for ultra-high-net-worth clients. Before that, she was on the OneBank team, supporting UBS wealth management clients with investment banking transactions, including mergers and acquisitions, equity and debt capital raising. She joined UBS in 2009 as an investment banker in the power & utilities group.

Amelia has a bachelor’s degree in finance from the University of Connecticut Honors Program.