Amy Elizabeth Bush
Chief Investment Officer at Tandem Wealth Advisors LLC
Profile
Ms. Amy E.
Bush, CFA MBA, is a Chief Investment Officer at Tandem Wealth Advisors LLC.
Ms. Bush brings over 25 years of investment management experience to Tandem.
She spent most of her career with Victory Capital Management in various functions including performance analytics, credit analysis, trading, portfolio management and as a fixed-income product specialist.
Ms. Bush was employed as a Portfolio Manager by Victory Capital Management, Inc. (Investment Management) and a Credit Analyst by Society Bank Michigan.
She holds a B.S.
in Business with a concentration in Finance from Miami University and an MBA with a concentration in Finance from Case Western Reserve University.
Additionally, she is a holder of the Chartered Financial Analyst designation.
Amy Elizabeth Bush active positions
| Companies | Position | Start |
|---|---|---|
Tandem Wealth Advisors LLC
 Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Chief Investment Officer | 2022-12-31 |
Former positions of Amy Elizabeth Bush
| Companies | Position | End |
|---|---|---|
| Society Bank Michigan | Corporate Officer/Principal | - |
Victory Capital Management, Inc. (Investment Management)
 Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Portfolio Manager-Equities | - |
Training of Amy Elizabeth Bush
| Case Western Reserve University | Masters Business Admin |
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). The firm was founded in 1894 and formerly known as Key Asset Management, Inc. Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Finance |
| Society Bank Michigan | Finance |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Finance |
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