Amy Hart Clyne, CFP®Chief Knowledge & Learning Officer
Amy Hart Clyne has dedicated more than 30 years of her financial services career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum, but her real superpower is relationship building. Her infectious energy and glass-half-full attitude helps people overcome obstacles that prevent them from linking up with one another. She thrives as a bridge builder between people and groups offering genuine encouragement and an optimistic outlook on life that can provide a sense of comfort and stability in the face of uncertainty. Amy is a strategic thinker with a passion for learning and sharing those lessons with others.
In her role as Pitcairn’s Chief Knowledge and Learning Officer, Amy works diligently to expand the firm’s position as a leader in the evolution of the family office space. A primary focus is to build out Pitcairn’s proprietary Wealth Momentum® family office model which takes a deeper and longer-term view of family and financial dynamics in order to arrive at better outcomes. Another of her key initiatives has been the creation and development of the Gen7 Project®, the firm’s thought leadership and learning lab created to provide unique resources, content, and educational tools to wealthy families transitioning leadership to subsequent generations.
Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at Family Office Exchange (FOX), where she led the organization’s knowledge, learning, and education strategies for over 400 families and 150 multi-disciplinary advisors. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealth families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage.
Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations from Colgate University. She has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Family Business Advisor certification from the Family Firm Institute.
Outside the office, Amy has a number of pursuits that keep her well balanced. She is more than just an avid skier, having been trained and certified as a PSIA Adaptive Ski instructor. Off the slopes she gets her adrenalin rush from pedaling her Peloton where she uses the handle “badassahc”. In her more reflective moments, Amy practices yoga and enjoys gardening. And regardless of the season, indoors or out, she keeps up her pursuit of lifelong learning, mentoring and coaching others, and above all, remembering to laugh.