AMG National Trust
Grace Xu, CAIA has a strong background in finance and credit analysis, with experience working in various roles at companies such as AMG National Trust, First Western Trust, Zions Bancorporation, IBERIABANK, Lone Star Bank, and Texas First Bank. Grace holds a Master of Science in Operations Research from Case Western Reserve University, a Master of Arts in Finance from the University of Michigan - Stephen M. Ross School of Business, and a Bachelor of Science in Mathematics from Wuhan University.
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AMG National Trust
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.