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    Amy Ko

    Consciously curious networker and thoughtful connector, loves innovation and building collaborative communities

    Amy Ko, CTFA, is a seasoned wealth management professional with over 20 years of experience in the financial industry.34 She currently serves as the Regional Managing Director and Senior Relationship Manager at Fiduciary Trust International, based in the San Francisco Bay Area.2

    Ko joined Fiduciary Trust International in November 2020 as a Managing Director and Senior Relationship Manager.2 In June 2022, she was elevated to the position of Regional Managing Director for Northern California, overseeing the firm's operations in the region.12

    Throughout her career, Ko has specialized in working with high-net-worth and ultra-high-net-worth individuals, families, and non-profit organizations.4 Her expertise includes:

    1. Comprehensive wealth management
    2. Investment management
    3. Trust administration
    4. Financial and estate planning
    5. Banking and lending services

    Ko's client base primarily consists of founders, investors, and C-suite executives within the technology and life sciences sectors.2 She is known for her ability to provide tailored financial solutions and act as a personal "COO" for her clients, guiding them through various aspects of wealth management and intergenerational wealth transfer.2

    Prior to joining Fiduciary Trust International, Ko held positions at several prominent financial institutions:

    • SVB Financial Group (2017-2020): Managing Director and Relationship Manager
    • U.S. Trust/Bank of America Private Wealth Management (2014-2017): Senior Vice President and Private Client Advisor
    • Fiduciary Trust Company (2013-2014): Vice President and Investment Officer

    Ko holds an MBA with a dual specialization in corporate renewal and marketing from Northeastern University, where she graduated magna cum laude.1 She also has a bachelor's degree in general business management from the University of Massachusetts in Boston, graduating cum laude.1

    In addition to her professional accomplishments, Ko is actively involved in community service. She serves as a board member and chair of the Nominations and Governance Committee for the San Francisco SPCA.2

    Highlights

    Jun 27 · businesswire.com
    Amy Ko Elevated to Fiduciary Trust International's Regional ...
    Jun 27 · stocktitan.net
    Amy Ko Elevated to Fiduciary Trust International's Regional ...
    Nov 19 · stocktitan.net
    Amy Ko Joins Fiduciary Trust International as Senior Relationship ...

    Related Questions

    What are Amy Ko's key achievements at Fiduciary Trust International?
    How has Amy Ko's background in technology and life sciences influenced her approach to wealth management?
    What specific services does Amy Ko offer to her clients in Northern California?
    How does Amy Ko's role as regional managing director impact Fiduciary Trust International's growth in Northern California?
    What are some notable projects or initiatives Amy Ko has led at Fiduciary Trust International?
    Amy Ko
    Amy Ko, photo 1
    Amy Ko, photo 2
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    Location

    San Francisco Bay Area