Amy R. Priebe

Chief Compliance Officer at RSM US Wealth Management LLC

Amy R. Priebe

Amy R. Priebe

Chief Compliance Officer at RSM US Wealth Management LLC

Biography

Amy is responsible for the ongoing development, implementation, and assessment of the firm’s compliance program. Amy is also responsible for assisting with the creation and management of equity trade orders. Prior to joining WEDGE in 2007, Amy was an Audit Senior in Ernst & Young’s Greensboro and Charlotte, North Carolina offices. Amy received her Bachelor of Science degree in accounting and Corporate Finance and her Master of Accountancy from Western Carolina University. Amy is a member of the firm’s Investment Policy Committee.

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367

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General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

Chief Compliance Officer at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

General Partner at WEDGE Capital Management LLP

Relationship likelihood: Strong

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Amy R. Priebe
Chief Compliance Officer at RSM US Wealth Management LLC
Career History
Chief Compliance Officer
2015 - Current

RSM US Wealth Management employs a multi-step due diligence process including quantitative screening, qualitative screening, a review and approval process, as well as ongoing review to determine investments for client portfolios. Investments are selected based each client's unique investment objectives, risk tolerance, and time horizons, among other considerations. RSM's recommendations include mutual funds, ETFs, separate account managers and individual bonds. Investments in bonds are limited to those that are investment grade at the time of purchase. RSM typically uses outside consultants in the areas of private placements (hedge funds) and separately managed accounts. RSM's investment approach focuses on long-term investment strategies that incorporate the principles of modern portfolio theory. They emphasize the development of broadly and globally diversified portfolios. RSM focuses on the issues and concerns of their clients, and tends to avoid decisions based on emotion or short-term forecasts. They purchase securities with the intent of holding them in the client's account for a year or longer.

Vice President-Compliance
2007 - 2015

WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets. Throughout our more than 25 year history, we've remained focused on value investing for institutional investors through the consistent application of our fundamentally-based, disciplined approach to the stock and bond markets. Our wide range of value products allows us to address the specific needs of our broad and sophisticated client base. Today, we're owned by 8 active general partners and are characterized by our independence, stability and broad distribution of ownership. Our 25 investment professionals are supported by a staff of 18, all of whom are located in our Charlotte, North Carolina headquarters.

Boards & Committees
Member, Investment Policy Committee
Current

WEDGE Capital Management is dedicated to offering stable, diversified investment products in the equity and fixed income markets. Throughout our more than 25 year history, we've remained focused on value investing for institutional investors through the consistent application of our fundamentally-based, disciplined approach to the stock and bond markets. Our wide range of value products allows us to address the specific needs of our broad and sophisticated client base. Today, we're owned by 8 active general partners and are characterized by our independence, stability and broad distribution of ownership. Our 25 investment professionals are supported by a staff of 18, all of whom are located in our Charlotte, North Carolina headquarters.

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