Amy Kane, CPA®, CDFA
Director, Wealth Strategies Group
Amy Kane is the Director of the Wealth Strategies Group at Baird where she and her team work with clients and their advisors to develop, implement, and monitor custom, holistic wealth plans based on a thorough understanding of the clients’ values, assets, and wealth transfer goals, as well as vision for their legacy. Amy has a strong background in wealth, estate, tax, philanthropic, and business owner & executive planning, while also understanding the family dynamics of multi-generational clients.
Prior to joining Baird, Amy was a Senior Wealth Planning Strategist with Wells Fargo Private Bank where she exclusively partnered the firm’s most successful families on their overall wealth planning goals. She also worked at U.S. Bank Private Wealth Management as a Senior Wealth Planner and at J.P. Morgan Private Bank as a Senior Wealth Advisor. She has also held the role of Senior Tax Accountant at Deloitte & Touche LLP and Arthur Andersen LLP in Chicago.
Amy earned a Bachelor of Science in Accounting and Finance from Indiana University. She has earned the Certified Public Accountant, Certified Financial Planner, Certified Trust & Fiduciary Advisor, and Certified Divorce Financial Analyst designations.