Amy Cramer serves as an Associate Portfolio Manager for Segall Bryant & Hamill’s Private Wealth group. Her primary responsibilities include investment policy statement creation, client portfolio management and financial plan development for high-net-worth individuals and institutional clients. Additional responsibilities include preparation for and execution of periodic client review meetings, including all portfolio analyses and asset allocation reporting. She also has extensive experience serving in a family office environment coordinating all aspects of financial planning from tax and insurance planning to estate, retirement, and investment planning. Prior to joining SBH, Ms. Cramer was a registered private wealth associate with Merrill Lynch’s Private Banking and Investment Group. She earned a B.A. from the University of Wisconsin-Madison and an MBA from the University of Chicago Booth School of Business. Ms. Cramer holds FINRA Series 7 and Series 66 licenses and has been in the investment industry since 2010.