Amy L. Vernali

Client Relationship Specialist

As a client relationship specialist, Amy is the primary contact for clients’ day-to-day needs. She brings over 25 years of experience in the investment/banking field. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Amy develops close relationships with her clients to ensure consistent and exceptional service. She also supports our senior portfolio management and wealth planning professionals.

Amy has over 25 years of experience in the financial services industry. Previously, she was a loan reporting analyst and operations supervisor at Fleet Bank (originally Shawmut Bank) in its corporate loan reporting division.

Amy enjoys hiking, camping, and spending time with her family and her dogs, Jasper and Sully.