Amy Barrett
MBA, CFP®, CFA, CDFATM,
Mediator, and Collaborative Professional
Investment Advisor
Amy's career spans over 24 years, including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-based investment manager. She speaks on a wide variety of topics at national and local venues. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio.
Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a bachelor of science degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFATM) certificate. Recently, she received training as a Mediator certified by DePaul University and trained in the Collaborative Law Process. Read more about Amy's divorce planning service.
Amy joined Voyager Capital Management in November 2009 and serves clients through our Lake Geneva office.