Amy Hart Clyne

Amy Hart Clyne

Chief Knowledge & Learning Officer, Pitcairn

About Amy Hart

Amy Hart Clyne has dedicated more than 30 years of her financial services career to helping prosperous families fulfill the promise and potential of their legacies and achieve wealth momentum, but her real superpower is relationship building.

Her infectious energy and glass-half-full attitude helps people overcome obstacles that prevent them from linking up with one another. She thrives as a bridge builder between people and groups offering genuine encouragement and an optimistic outlook on life that can provide a sense of comfort and stability in the face of uncertainty. Amy is a strategic thinker with a passion for learning and sharing those lessons with others.

A primary focus in her role is to build out Pitcairn’s proprietary Wealth Momentum® shared family office service model which takes a deeper and longer-term view of family and financial dynamics in order to arrive at better outcomes. Amy is responsible for the firm’s Family Engagement Services function, the area of the firm that is supports the development of the family’s human, intellectual, social and legacy capital. She leads the firm’s thought leadership and learning initiatives in order to provide unique resources, content, and educational tools to wealthy families transitioning leadership to subsequent generations. She has unique passion for rising gen family members as well as women of wealth.

Before joining Pitcairn, Amy served as Executive Director and Chief Knowledge Officer at Family Office Exchange (FOX), where she led the organization’s knowledge, learning, and education strategies for over 400 families and 150 multi-disciplinary advisors. As an expert in private wealth management, Amy has spent her career translating the needs and desires of ultra-wealth families and their advisors into practical insights and solutions-based experiences that educate, excite, and engage.

Amy has an MBA in Marketing from Columbia Business School, Columbia University, and a BA in International Relations/Political Science from Colgate University. She has earned the Certified Financial Planner™ (CFP®) designation and holds an Advanced Family Business certification (ACFBA) from the Family Firm Institute where she is also an FFI Fellow. Amy is also the Co-Chair of the Ultra High Net Worth Institute (UHNWI) Advisory Board, a think (and do) tank of C-level executives in the field dedicated to bringing excellence to the world’s wealthiest families. She draws her inspiration and motivation from these families who have the enormous power to do good. Helping these families flourish is her north star.

Executive Education Programs Taught

Private Wealth Management Program

Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.