Our Team

Growing wealth in the real world

Amy L. Simonson

Vice President, Finance and Operations

Amy L. Simonson

Phone: 800.247.6717 x100

Ms. Simonson is the firm’s Vice President for Operations and Finance. She is a co-founder of Verity Asset Management and Verity Investments, Inc. in 1996 with three other principals and remains one of the principal owners. She has been responsible for development of operational infrastructure and corporate financial management as the firm evolved and progressively expanded in scope.

Ms. Simonson graduated from Rice University in 1992 with a degree in Economics, Political Science and Managerial Studies. She holds the Accredited Investment Fiduciary (AIF) Designation, awarded by the Katz School of Business and the Center for Fiduciary Studies and FINRA Series 6, 63, 65, 22, 52, 26, 28, 39 and 53. She spent several years working in financial sales, marketing, and sales management roles before electing to pursue the business venture that resulted in Verity’s formation.