Amy Hubble PhD, CFA, CFP®
As the firm’s founding principal, Dr. Amy Hubble has more than 15 years of experience working with affluent individuals, families, and trustees. In addition to co-managing the firm's investment portfolio strategies, she serves as the primary relationship contact for all US-based households.
A native Oklahoman and avid Sooner football fan, Amy graduated as a President’s Medal recipient from Oklahoma Christian University as the only undergraduate to maintain a perfect 4.0 GPA. Later, she went on to pursue an MBA from the University of Oklahoma, and a PhD in Consumer Economics and Financial Planning from the University of Georgia. She earned both graduate degrees while continuing to work full-time.
The early part of Amy's career was spent learning and being progressively promoted through various trust and portfolio management positions at Heritage Trust Company in Oklahoma City, where she eventually headed the Personal Trust department, before leaving to found Radix Financial in 2015.
Amy holds the Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP®), and Trust and Estate Practitioner (TEP) professional designations.
In addition, Amy 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.
Known for her candid perspectives on the markets and investing, Amy has been featured in numerous 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.
Specialties: Long-term investment portfolio strategies; trust and estate consulting