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Amy Hubble PhD, CFA, TEP

Amy Hubble PhD, CFA, TEP

Principal Investment Advisor

Dr. Amy Hubble brings deep expertise and genuine care to helping individuals, families, and trustees navigate complex wealth and investment decisions. With a strong background in trust administration and portfolio management, Amy co-leads the firm’s portfolio strategies and serves as the primary relationship contact for U.S.-based households.

After graduating with top honors from Oklahoma Christian University, Amy spent her early career at Heritage Trust Company in Oklahoma City. Over the years, she advanced through a series of increasingly complex roles in personal trust and portfolio management, gaining deep experience in serving high-net-worth individuals and families before leaving to found Radix in 2015. Her time at Heritage laid the foundation for her “people-first” philosophy and investment acumen.

Amy’s academic credentials are equally impressive: earning her MBA from the University of Oklahoma and PhD in Consumer Economics and Financial Planning from the University of Georgia—all while working full-time. She also holds the Chartered Financial Analyst (CFA) and Trust and Estate Practitioner (TEP) designations, reflecting her commitment to the highest standards of fiduciary responsibility and professional expertise.

Outside of work, Amy enjoys the year-round sunshine of the Cayman Islands, staying active by playing pickleball and Gaelic football. She’s also deeply involved in her community, serving on multiple boards including Heartbeat for Hope; the Finance Division at OU’s Price College of Business; and CFA Society Cayman Islands, where she is a past Board President.