PhD, CFA, CFP®
Principal Investment Advisor
Dr. Amy Hubble is the founding principal at Radix Financial, an independent Registered Investment Adviser (RIA) firm and Oklahoma LLC.
Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research.
In addition to her full-time work at Radix, Amy works as an international investment consultant for Helix Advisory Services Ltd. in the Cayman Islands, provides clinical research consulting for the FP Performance Lab, LLC, serves on the Business Advisory Council for the Leftwich School of Business at Oklahoma Christian University, and actively volunteers with the CFA Society of the Cayman Islands.
Amy has a passion for issues concerning global economics and poverty. She serves on the board of directors and as treasurer for Heartbeat for Hope, a non-profit 501(c)3 organization that works to reduce poverty in the small West African country of Ghana through literacy programs, vocational training, and microfinance. To learn more please visit www.heartbeatforhope.com/creations.
PhD, Consumer Economics and Financial Planning, University of Georgia
MBA, Finance, University of Oklahoma
BA, Marketing/Management and International Studies, Oklahoma Christian University
2018 - Winner of the 2018 CFP Board Center for Financial Planning Best Paper Award in Consumer Finance
2016 - Named as a "40 Under 40" by Investment News
2016 - Named one of the Top 10 CFP® holders under the age of 36 by WealthManagement.com
2015 - Honored as the “Distinguished Young Alumni” at Oklahoma Christian University http://www.oc.edu/stories/content/hubble-invests-in-business-philanthropy
2013 - Recognized as one of iON Oklahoma Magazine’s “30 Under 30” for professional achievement, community involvement, and a commitment to Oklahoma’s future
2009 - Selected as a member of Leadership Oklahoma City LOYAL (Class IV, “Best Class Ever”)
2008 - Graduated from the American Banker's Association Graduate Trust School I
2007 - Graduated from the American Banker's Association National Trust School