Amanda is an Associate with the Capstone Financial Group and is involved in the client company and industry analysis, deal valuation, and business development. Amanda has diverse expertise in top-down fundamental analysis. Prior to Capstone, Amanda was an Investment Strategist for a boutique private wealth firm. She also managed the liquidity and fixed income investment portfolios for a regional municipality, as well as the second-largest municipal utility in the state of Florida.
Amanda is a CFA level II candidate and holds a BS in Finance from the University of Central Florida. When outside of the office, Amanda enjoys playing tennis, as well as spending time with her family and beloved cocker spaniel, Wallace, in Winter Park, FL.