Amelia is an Executive Assistant to Steve Lockshin, a Founder and Principal of AdvicePeriod. She also assist with the day-to-day operations of the advisor team that handles the firms most affluent clients.
Before joining AdvicePeriod, Amelia supported the compliance operations at Horizon Investments, a Registered Investment Advisor in Charlotte, North Carolina. Prior to that, Amelia worked both in legal and compliance and as an Executive Assistant at HGGC, a private equity firm in Palo Alto, California.
Amelia earned her bachelor’s degree from Liberty University. In her free time, she enjoys cooking, reading and hiking.
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