Amy Armstrong

Amy Armstrong

Partner, Director of Client Operations

Ms. Armstrong has been with PCM since its founding. Her responsibilities include overseeing the account initialization process, interfacing with clients on a daily basis by handling their inquiries and addressing any issues that may arise, and reviewing client portfolios regularly as well as their monthly and quarterly reports. In 2002 she earned her Series 66 Investment Advisor Representative license. Prior to Persimmon, Ms. Armstrong was a Registered Sales Assistant in the Private Client Group of PaineWebber, Inc. from 1995 to 1999, where she obtained her Series 7 and Series 63 licenses. She supported three brokers in the day-to-day operation of their business. Prior to PaineWebber, Ms. Armstrong worked for Midlantic Bank, N.A. in the Credit Department. She is a graduate of the University of Scranton with a B.S. in Finance.

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