Amelia Mannetti plays a key role in supporting our mission of helping professionals build clear, durable wealth-management strategies. A graduate of the University of Texas at Austin, Amelia holds a Bachelor of Arts in Human Dimensions of Organizations with a minor in Business, a foundation that shapes her ability to communicate clearly, anticipate needs and support clients with care and precision.

Amelia has a strong operational mindset and instinct for service. Her background in legislative affairs, real estate and capital markets enables a proactive approach to communicating with our investment advisors and maintaining our client relationships. Whether she’s supporting advisors or refining behind-the-scenes processes, Amelia is known for her reliability and attention to detail.

Her commitment to operational excellence is balanced by a vibrant personal life that includes art, events and a long-standing interest in branding and communication.

Education and Designations:

• Bachelor of Arts in Human Dimensions of Organizations, Minor in Business, University of Texas at Austin (University Honors List)