Amy joined Morningstar Investment Management in December 2015 as Director of Account Management, responsible for managing Morningstar Investment Management’s strategic relationships and overall service delivery to both institutional and dealer group clients. Her role entails coordinating the efforts of the Investment Management, Distribution, Product and Operations teams to ensure we deliver the clearest message, both to the key stakeholders within each key account and their advisers.
Prior to joining Morningstar, Amy was with Australian Unity, where she worked for over three years as an Associate in their institutional business with responsibilities covering institutional, consultant and research relationships. She was previously with Challenger and Perennial Investment Partners.
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