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Like Milestone, Monolith Advisors is part of the Seventh Amendment Holdings suite of companies. A boutique wealth management firm, Monolith offers a full spectrum of services. Unlike many larger, big-brand wealth management firms that use a predetermined strategy template for their clients, Monolith’s advisors truly get to know people and develop a personalized, collaborative strategy — one that clients can follow even as the market changes and life unfolds.

Join us in welcoming Amy Fogle, who recently joined Monolith as its director of wealth management. Her role encompasses all aspects of client-related financial planning for the firm. She conducts all operations and workflows related to the selection, onboarding, and maintenance of investment portfolios and trading processes. Additionally, she manages the day-to-day experience that our clients have while interacting with the firm. 

We asked Amy a few questions about her career, education and interests. Learn more about her below!

What’s your education and work background?

I have an undergraduate degree in finance from Canisius College, as well as an MBA from Canisius College. I spent the first seven years after my undergraduate working in operations for large financial institutions. After starting my MBA, I transitioned to Nottingham Advisors, a local RIA, where I spent the last six years. 

What do you like to do in your spare time?

Outside of the office, my husband Ryan is a commercial relationship manager who truly loves spreadsheets, cooking, and a quality adult beverage. We have two little girls, and we are expecting our third daughter (little girl gang, poor Ryan) in mid-April – TBD on her personality, but if her kicking is any indication, she will be more than capable of holding her own! My life is centered around our growing family. We love to make time for little adventures, which could mean loading up for a road trip or a quick trip to Target. Our family loves to be outside, whether it’s swimming in the pool or making the best Olaf we can with an inch of snow. Outside of family life, a good glass of red wine and a great conversation are things I truly enjoy. 

Share with us a fun fact about you.

I’ve driven across the country from Buffalo to San Francisco twice, one of the coolest things I’ve experienced.

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