PhD, CFA, CFP®
Principal Investment Advisor
Dr. Amy Hubble is the founding principal at Radix Financial, LLC, an independent SEC-Registered Investment Adviser (RIA) firm serving individuals, families, and non-profits across the United States. Specializing in research-based, long-term investment management and planning, Amy is the primary relationship contact and portfolio manager for all clients of Radix Financial.
Before founding Radix in 2015, Amy spent her early career at Heritage Trust Company in Oklahoma City, where she was gradually promoted up from Receptionist to Senior Vice President and head of the personal trust relationship management team.
In addition to her full time work at Radix, Amy also works as an international investment consultant for Helix Advisory Services in the Cayman Islands (where she now lives), provides clinical research and consulting for the Financial Planning Performance Lab at the University of Georgia, teaches CFP® Exam Review for Wiley, serves on the Business Advisory Council for the School of Business at Oklahoma Christian University, and sits on the board of CFA Society Cayman Islands.
Amy is an active public speaker, published academic researcher, and financial educator--traveling often to appear on television, podcast, and radio programs discussing issues surrounding personal finance and investments. She is a frequent co-host of "Money Sense," a bi-monthly radio program airing in the Cayman Islands and has appeared in numerous media publications including: The Wall Street Journal, Forbes, USA Today, CNBC, MarketWatch, CNN Money, Investopedia, InvestmentNews, US News & World Report, and Kiplingers.
For fun, Amy loves to read, has recently taken up scuba diving, and is a die-hard Sooner football fan.
Most importantly, 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, Financial Planning and Consumer Economics, University of Georgia
MBA, Finance, University of Oklahoma
BA, Marketing/Management and International Studies, Oklahoma Christian University