Amy Fogle

Chief Executive Officer

As Chief Executive Officer of Milestone, Amy Fogle drives the strategic vision and goals of the suite of companies including a qualified settlement fund administration firm, SEC-registered investment advisory firm, and pre-settlement funding 501(c)(3) nonprofit. Each company supports Milestone’s mission to provide trusted financial guidance and strategies before, during, and after settlement. Amy is also responsible for the overall leadership, success, brand, and development of Milestone with a focus on growth.

Amy has over fifteen years of experience in financial services, specifically wealth management. She joined Milestone as Director of Wealth Management after previously working at Nottingham Advisors, Citi, and JP Morgan. Amy graduated from Canisius College with a Bachelor of Science in Finance and a Master of Business Administration.

In her personal life, Amy and her husband, Ryan, have three little girls: Caroline, Clara, and Colette. Amy enjoys spending time with her family outdoors (when possible), and loves making time for life’s little adventures.

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Amy Fogle