Amy Forebaugh
Senior Vice President, Chief Compliance Officer
Amy is a Senior Vice President in Segal Marco Advisors’ Chicago office. She is also Chief Compliance Officer for Segal Marco and has an active role in operations related to financial services and technology.
Amy has over 25 years of investment experience. Since the inception of the firm’s Discretionary Services program, she has developed the product, designed the technology and built the team that currently serves our clients. She has been instrumental in the development, implementation and oversight of the investment products created for Discretionary Services clients. She leads the Business Operations Committee and is a participating member of the Discretionary Management Committee and Segal’s IT Steering Committee.
Prior to joining Segal Marco Advisors, Amy worked in the mutual fund accounting area at State Street Bank.
Amy holds a BS in Accounting and a BS in Business Administration from the University of Kansas.
Contact Amy
Leadership
Amy Forebaugh
Senior Vice President, Chief Compliance Officer
Amy is a Senior Vice President in Segal Marco Advisors’ Chicago office. She is also Chief Compliance Officer for Segal Marco and has an active role in operations related to financial services and technology.
Amy has over 25 years of investment experience. Since the inception of the firm’s Discretionary Services program, she has developed the product, designed the technology and built the team that currently serves our clients. She has been instrumental in the development, implementation and oversight of the investment products created for Discretionary Services clients. She leads the Business Operations Committee and is a participating member of the Discretionary Management Committee and Segal’s IT Steering Committee.
Prior to joining Segal Marco Advisors, Amy worked in the mutual fund accounting area at State Street Bank.
Amy holds a BS in Accounting and a BS in Business Administration from the University of Kansas.
Contact Amy
Leadership
Amy Forebaugh
Senior Vice President, Chief Compliance Officer
Contact Amy
Amy is a Senior Vice President in Segal Marco Advisors’ Chicago office. She is also Chief Compliance Officer for Segal Marco and has an active role in operations related to financial services and technology.
Amy has over 25 years of investment experience. Since the inception of the firm’s Discretionary Services program, she has developed the product, designed the technology and built the team that currently serves our clients. She has been instrumental in the development, implementation and oversight of the investment products created for Discretionary Services clients. She leads the Business Operations Committee and is a participating member of the Discretionary Management Committee and Segal’s IT Steering Committee.
Prior to joining Segal Marco Advisors, Amy worked in the mutual fund accounting area at State Street Bank.
Amy holds a BS in Accounting and a BS in Business Administration from the University of Kansas.
Leadership
Amy Forebaugh
Senior Vice President, Chief Compliance Officer
Contact Amy
Amy is a Senior Vice President in Segal Marco Advisors’ Chicago office. She is also Chief Compliance Officer for Segal Marco and has an active role in operations related to financial services and technology.
Amy has over 25 years of investment experience. Since the inception of the firm’s Discretionary Services program, she has developed the product, designed the technology and built the team that currently serves our clients. She has been instrumental in the development, implementation and oversight of the investment products created for Discretionary Services clients. She leads the Business Operations Committee and is a participating member of the Discretionary Management Committee and Segal’s IT Steering Committee.
Prior to joining Segal Marco Advisors, Amy worked in the mutual fund accounting area at State Street Bank.
Amy holds a BS in Accounting and a BS in Business Administration from the University of Kansas.
Leadership
Amy Forebaugh
Senior Vice President, Chief Compliance Officer
Contact Amy
Amy is a Senior Vice President in Segal Marco Advisors’ Chicago office. She is also Chief Compliance Officer for Segal Marco and has an active role in operations related to financial services and technology.
Amy has over 25 years of investment experience. Since the inception of the firm’s Discretionary Services program, she has developed the product, designed the technology and built the team that currently serves our clients. She has been instrumental in the development, implementation and oversight of the investment products created for Discretionary Services clients. She leads the Business Operations Committee and is a participating member of the Discretionary Management Committee and Segal’s IT Steering Committee.
Prior to joining Segal Marco Advisors, Amy worked in the mutual fund accounting area at State Street Bank.
Amy holds a BS in Accounting and a BS in Business Administration from the University of Kansas.
