Amy Hubble PhD, CFA, TEP, CFP®
As the firm’s founding principal, Dr. Amy Hubble has equal passion and experience working with affluent individuals, families, and trustees to accomplish a multitude of complex wealth and investment ambitions. In addition to co-managing the firm's investment portfolio strategies, Amy serves as the primary relationship contact for US-based households.
A native Oklahoman, Amy graduated as a President’s Medal recipient from Oklahoma Christian University and went immediately to work for Heritage Trust Company in Oklahoma City, where she spent many years being progressively promoted through various trust administration and portfolio management roles before founding Radix Financial in 2015.
While continuing to work full-time, Amy completed her MBA from the University of Oklahoma, and a PhD in Consumer Economics and Financial Planning from the University of Georgia. Amy also holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP®), and Trust and Estate Practitioner (TEP) professional designations.
Known for her candid perspectives on the markets and investing, Amy appears frequently in popular financial media such as: The Wall Street Journal, Forbes, US Today, CNBC, MarketWatch, CNN Money, Investopedia, InvestmentNews, US News & World Reports, Kiplingers, PBS, and the Cayman Compass.
In her spare time, Amy loves taking advantage of year round summer in the Cayman Islands and can frequently be found on the Pickleball courts. She is an active member of 100 Women in Finance and STEP Cayman Islands; sits on the Board for Heartbeat for Hope—a 501(c)3 non-profit organization which supports education and financial literacy initiatives in Ghana, West Africa; and is the current Board President of CFA Society Cayman Islands.
Specialties: Long-term investment portfolio strategies; trust and estate consulting