AMY HUBBLE, PhD, CFP, CFA

Tel:      + 1 345 325 6782

Email:  amy.hubble@helixadvisory.com

              

Skype: 

amy hubble is an experienced investment consultant with helix advisory services


Helix Advisory Services Ltd. is established to provide a comprehensive range of investment management, consultancy and advisory services to High Net Worth and Institutional Clients in the Cayman Islands

Biography



Dr Hubble is a resident in the Cayman Islands and an investment advisor with a strong background in portfolio management, trust and estate administration and financial planning.

Amy holds an MBA from the University of Oklahoma, a PhD from the University of Georgia in Consumer Economics/Financial Planning and holds two professional designations, the CFA Charter and the Certified Financial Planner charter.

Amy spent her early career at an independent trust company in the US where she served as senior vice president and head of the personal trust relationship management team, before leaving to establish her own Financial Planning and Investment Advisory Firm, Radix Financial, LLC.  Radix offers portfolio management and consulting services to US-based individuals, non-profit institutions and family offices.  Radix is a strategic partner to Helix complementing Helix’s Cayman business with its own SEC registered investment licence.

Amy has considerable expertise in advising individuals of financial planning (having completed a PhD in this area where she analysed how to best evaluate an individual’s risk tolerance) and is working with Helix to provide high quality efficient investment solutions.