Amy Young, CFA in

Amy Young, CFA

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Managing Director, Industry Advisory, Capital Markets at Microsoft
📍 New York City Metropolitan Area, United States

Amy Young is a Managing Director at Microsoft, where she spearheads innovative partnership strategies applying Generative AI within the financial services sector. A CFA charterholder with an MBA from the University of Toronto, she is a frequent speaker on AIs impact on wealth management. Colleagues describe her as strategic, approachable, and professional.

Amy is a recognized thought leader who actively shapes the conversation around financial technology. She currently serves as the chair of the Fintech Committee at the CFA Society New York, highlighting her influence and expertise in the field.

Unique fact: Amy advocates for a "Lego Strategy, " advising firms to build AI digital assistants for investment professionals incrementally, one specific use case at a time.

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Experience
17 Years
Current Role
Managing Director, Industry Advisory, Capital Markets
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Amy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Amy cares about

Agentic AI Adoption
Frequently speaks on moving beyond basic AI to use autonomous "agents" that can manage complex workflows and deepen client engagement in financial services.
GenAI in WealthTech
Her core focus at Microsoft involves helping wealth and asset management clients use generative AI to monetize data, improve productivity, and transform client experiences.
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Career

Work history

7-2019
Managing Director, Industry Advisory, Capital Markets
Microsoft
7-2018 - 7-2019
Head Digital Wealth Partnerships (full-time)
BMO Financial Group
7-2006 - 6-2018
Founder
Upside Consulting Group Inc.
8-2015 - 8-2016
VP Digital Transformation PMO (contract)
Holt Renfrew
6-2013 - 4-2016
Instructor, Master's of Finance Program
Queen's School of Business
In the press

Media appearances

Amy Young – Author Profile (Microsoft Wealth Management). Featured in Financial Planning
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Education
Masters of Business Administration
University of Toronto - Rotman School of Management
2016 - 2017
FinTech: Future Commerce
Massachusetts Institute of Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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