Amanda has spent her entire professional career in the alternative investment industry and has 20+ years of experience on both the broker/dealer and asset manager side of the business. Amanda has developed over $3.0B of alternative product offerings in the retail market and has completed due diligence reviews for thousands of illiquid investments.
Most recently, Amanda was charged with the design and development of retail products for Forum Real Estate Group, where she launched and managed a tender offer fund focused on commercial real estate debt. Prior to Forum, Amanda built out and led the distribution and manager broker/dealer efforts at Timbrel Capital and Evolv Capital Partners. In a prior life, she served as Vice President, Due Diligence Officer at Triad Advisors, Inc. where she was responsible for leading Ladenburg Thalmann’s initial and ongoing due diligence efforts of alternative investments. Prior to Triad, she held various marketing and due diligence roles for product sponsors in the alternative investment space.
She is an active member of the Investment Program Association (IPA), Financial Services Institute (FSI) and ADISA. She has served as past chairperson of the IPA Broker/Dealer Advocacy Committee and the FSI Due Diligence Committee, is a founding member of the Women’s Initiative Network (WIN) Committee and has served on the numerous due diligence committees throughout the years.
Amanda earned her undergraduate degree in Computer Information Systems and International Business from Mercer University and her MBA in Business Analysis from Georgia State University. She holds FINRA Series 7, 24 and 63 licenses and has passed Level I of the CFA exam. She lives in the Atlanta, Georgia area with her husband, Jeff and three children, Addison (9), Patrick (8), and Olivia (3). In her spare time, she enjoys spending time with her family, traveling and she is an active scuba diver.
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