Amelia is a Compliance Associate at AdvicePeriod. She works with the Chief Compliance Officer to handle compliance and audit matters. Amelia is focused on implementing thorough protocols and best practices across the company to ensure compliance and security.
She previously worked as an Executive Assistant to Steve Lockshin, a Founder and Principal of AdvicePeriod, and with the advisor team that handles the firm’s most affluent clients. Before joining AdvicePeriod, Amelia worked as a Compliance Director 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 spending time with her lovely family.
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.