Amy Armstrong
Amy Armstrong was one of the founding members of Persimmon Capital Management, where she earned her Series 66 Investment Advisor Representative license. She serves as the primary point of contact for our clients, managing inquiries related to client accounts and transactions.
With extensive experience in the financial services industry, Amy excels in client servicing, which she believes is key to maintaining long-term relationships. She is adept at navigating complex questions and enjoys proactively providing clients with planning support. Additionally, she regularly liaises with custodian firms, money managers, external hedge funds, accountants, and attorneys on behalf of Persimmon’s clients. Furthermore, Amy supports the Persimmon team by monitoring investments and facilitating account trading, including portfolio reviews and client requests.
Before joining Persimmon in 1999, Amy worked as a Registered Sales Assistant in the Private Client Group at PaineWebber, Inc., where she obtained her Series 7 and Series 63 licenses and assisted three brokers with the daily operations of their business. Prior to her role at PaineWebber, she was employed in the Credit Department at Midlantic Bank, N.A. Amy is a graduate of the University of Scranton, where she earned a B.S. in Finance. In her leisure time, she enjoys gardening, practicing yoga, solving crossword puzzles, and watching classic films with her husband.