lthough learning every day, our team has decades of expertise in the wealth management space and has a track record of successful M&A and growth in the past.
Amy Rizzo is a Managing Director and Head of Practice Management of Arax Investment Partners.
At Arax, Amy leads recruiting, integration, and business development efforts. Amy’s 20 years in financial services began with roles at PaineWebber and Legg Mason, followed by 16 years at Alex. Brown where she acted as Regional Executive in South Florida. Most recently, Amy transitioned to the independent advisory space, consulting with advisors looking to break away from the wire house environment, as well as independent advisors seeking change for various reasons. Amy led due diligence efforts and supported advisors in some of their biggest life decisions. Subsequently, she became a Regional Director at Apollon Wealth Management, a fast-growing RIA where she led M&A efforts and spearheaded operational and platform enhancements.
Amy holds a B.A. from the University of Miami.