Amy Geiger
CPA
Managing Director
- Shareholder
Amy serves as the Managing Director leading Pathstone’s Personal CFO and Lifestyle Management teams. In her role she oversees the financial reporting and daily financial and lifestyle needs of our clients.
Prior to joining Pathstone, Amy held senior finance roles at global multi-billion dollar organizations where she led global consolidations, financial reporting, and large-scale system implementations. She directed complex transactions and financial systems integrations, delivering strategic improvements across multiple functions to enhance reporting accuracy, visibility, and compliance standards. Amy began her career at KPMG.
Amy is a Certified Public Accountant with a Bachelor of Business Administration in Accounting from the University of Georgia and a Master of Accountancy from the University of Tennessee.
Group
Certification
Office
Amy serves as the Managing Director leading Pathstone’s Personal CFO and Lifestyle Management teams. In her role she oversees the financial reporting and daily financial and lifestyle needs of our clients.
Prior to joining Pathstone, Amy held senior finance roles at global multi-billion dollar organizations where she led global consolidations, financial reporting, and large-scale system implementations. She directed complex transactions and financial systems integrations, delivering strategic improvements across multiple functions to enhance reporting accuracy, visibility, and compliance standards. Amy began her career at KPMG.
Amy is a Certified Public Accountant with a Bachelor of Business Administration in Accounting from the University of Georgia and a Master of Accountancy from the University of Tennessee.
