Amy Crandall Kaser, CFP®

Senior Advisor

Amy is a Senior Advisor with primary responsibility in the Private Wealth Practice where she focuses on high-net-worth individuals, families and family offices in addition to endowments and foundations. Her areas of expertise include impact investing, asset allocation, risk management, and financial planning. Amy brings over 20 years of experience in the investment management industry. Prior to joining Shepherd Kaplan, she was a portfolio manager with Boston Trust and Investment Management and their operating division, Walden Asset Management, a leader in socially responsive investing. Previously, Amy worked as an analyst for New Generation Advisors, a hedge fund focused on distressed investing. She also spent several years as an equity analyst at MFS Investment Management and at Loomis Sayles & Company. Amy earned an MBA from The Wharton School of the University of Pennsylvania and a BA in Economics from the College of William and Mary. She is a Certified Financial Planner (CFP), and a member of the Boston Estate Planning Council.