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 spent the early part of her career 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 both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations, serves on the Board of Directors for CFA Society Cayman Islands, and is the current Board Treasurer for Heartbeat for Hope—a 501(c)3 non-profit organization which supports education and financial literacy initiatives in Ghana, West Africa.
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.
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; retirement planning