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Amanda R. Boss
Family Service Administrator |
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Amanda Boss joined Lowenhaupt Global Advisors in 2007 and draws on
over five years of financial services experience. As Family Service
Administrator, Amanda is responsible the implementation of
operational procedure and database improvements for the family
office group. In addition, Amanda works directly with the Family
Office Executives to facilitate financial transactions.
Her former responsibilities included the management of over 120
passive investment entities for clients worldwide, specializing in
banking and corporate governance administration with Wilmington
Trust SP Services. There, she worked closely with banking, legal,
and tax professionals to facilitate the maintenance of client
subsidiary assets including: investment portfolios, inter-company
loans, REITs, intellectual property, and other intangible assets.
During her first year of employment, Amanda earned the title “Staff
Member of the Year” for her outstanding achievements and commitment.
Prior to joining Wilmington Trust, Amanda worked with KB Home, a
residential development company. As Budget Coordinator, her duties
included the analysis and reporting of offsite construction budgets.
Amanda’s experience also includes commercial banking and business
management.
She earned her BS in Finance from the University of Illinois and was
awarded membership in Alpha Lambda Delta, a national scholastic
honor society.
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