Stifel Independent Advisors
Amy Hertenstein is a seasoned finance professional with extensive experience in investment banking, particularly in financial sponsor coverage. Currently serving as Managing Director at Stifel Financial Corp. since January 2019, Amy has previously held the position of Vice President at BMO Capital Markets, where contributions included developing the firm's SPAC initiative and working across various sectors such as education, consumer retail, digital media, and industrials. Earlier in Amy's career, experience included roles at JPMorgan as both an associate and analyst focusing on healthcare and consumer/retail equity capital markets, as well as consulting for a family office at New Legacy Group. Amy Hertenstein holds a BSBA with Honors in Finance and Real Estate from The Ohio State University.
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Stifel Independent Advisors
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Established in 1890, Stifel, Nicolaus & Company, Incorporated is one of the nation’s premier full-service financial services firms, providing brokerage, trading, investment banking, investment advisory, and related services to individual investors, professional money managers, businesses, and municipalities through more than 390 locations across the nation.