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Amy Fogle

Director of Wealth Management, Monolith

Amy Fogle is the Director of Wealth Management for Monolith Advisors. She joined the firm in 2020 and is responsible for managing the client experience at Monolith. Her role encompasses all aspects of client-facing financial planning for the firm, in addition to conducting operations and processes related to the selection, onboarding and maintenance of our investment portfolios and trading.

With over a decade of experience in financial services, specifically wealth management, Amy’s previous roles include Strategic Relationship Manager at Nottingham Advisors, and Analyst at Citi. After graduating from Canisius College (where she also received an MB), she worked at JP Morgan Chase in the New York City area.

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

About Us
Our Mission Our Team In the Press Our Affiliations Careers
Our Expertise
Trust Planning Medicare Set-asides Qualified Settlement Funds Government Benefits Planning Structured Settlements Mediation & General Consulting Attorney Fee Deferrals Non-qualified Assignments
Our Approach
Identifying Long-Term Needs & Risk Allocating Your Settlement Choosing your Professional Team Achieving Court Approval Lifelong Representation
Resources
Blog The Legal Examiner Living Safer Magazine Brochures Videos E-books FAQ Client Stories The Settlement Account feeMaster Program
Contact
737 Main Street
Suite 100
Buffalo, NY 14203

855 Boylston Street
Suite 1101
Boston, MA 02116

Phone: 716.883.1833
Toll-free: 855.836.2676
Fax: 716.883.2124

info@milestoneseventh.com

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