Amy Sitter

Amy Sitter

Partner/Investment Advisor

Amy Sitter, Partner in Copper Harbor Investment Advisors LLC, has been advising clients through a fiduciary and investment management role since 1989.  Amy has an extensive background in trust and fiduciary services, as well as having been a senior investment advisor for a large regional accounting firm.

Experience

  • Vice President and Trust Officer, US Bank, NA
  • Senior Investment Advisor, Baker Tilly Investment Advisors LLC
  • Family wealth planning, including gifting and estate planning strategies
  • Financial planning, including retirement and cash flow analysis
  • Portfolio customization to achieve long term planning goals

Education and Designations

  • BA Finance, Miami University – Oxford, OH
  • Certified Trust and Financial Advisor (CTFA)

Community Involvement

  • Oshkosh Area United Way – Board of Directors; Chair, Investment Committee
  • Greater Oshkosh Economic Development Corporation – Revolving Loan Fund Committee
  • Oshkosh Mid-Morning Kiwanis
  • Oshkosh Public Library – Board of Directors
  • Tempo Fox Valley – Secretary
  • EB Davis Child Care Oshkosh – Board President

Phone: (920)687-7207
Email: Amy Sitter

Send a Message to Amy