Amy L. Simonson

Amy co-founded Verity Asset Management in 1996 and remains one of the principal owners. She has been responsible for the development of operational infrastructure and corporate financial management as the firm has evolved and progressively expanded in scope.

Building upon the firm’s signature account management services to educators, Amy has also delivered thought leadership to educational entities and organizations small and large on a national scale with cutting edge contributions in the areas of participant education systems, plan governance, and special consulting projects.

Amy 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 registrations.