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.

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.

Prior to 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.