Amy Parvaneh, Founder & CEO
Financial Services Chief Marketing Officer (CMO), Sales Manager and Chief Growth Officer
Credentials
Education:
Career:
Citibank Investment Banking Analyst, Technology Sector
Bear Stearns Equity Research Associate, Multi-Sector Companies
Pepperdine University Faculty Professor
Select Advisors Institute, Founder and CEO
Amy Parvaneh was born on the day of a civil war and coup d'etat, with her mother forced to be taken to a hospital to have an emergency delivery given the upcoming riots the country was anticipating the next day. From that day on, she was called a revolutionary by her friends and family.
Amy and her family moved to the United States when she was 12 years old. Given her excruciatingly challenging upbringing, her survivalist mentality encouraged her to pursue any dreams, and to never forget the lack of opportunities others in less fortunate countries experience.
Amy received her MBA from Duke University, and soon joined the Investment Management division of Goldman Sachs & Co., where she shattered management expectations for the speed she brought to the firm a client base whose net worth exceeded a billion dollars. But even that was too small for her, and she knew her passions were much wider than working at a large institution.
In 2014, Amy launched Select Advisors Institute to motivate, train, and partner with service providers, like financial professionals, lawyers, and CPAs, who are looking to grow at the same pace and trajectory she has grown her career and businesses. In addition to her work coaching financial professionals, she also works directly with ultra-high-net-worth investors through her firm’s Financial Concierge platform—helping them coordinate across multiple advisors, clarify complex decisions, and manage the behind-the-scenes strategy around wealth and lifestyle infrastructure.
Ms. Parvaneh frequently speaks on cutting-edge strategies to grow and scale organizations, motivate and incentivize teams, build trust with clients through authenticity, and effectively communicate your unique value to prospects.
Besides an MBA from Duke University, Amy has a degree in Luxury Brand Management and marketing to high net worth consumers from ESSEC University in Paris, France.
She has extensively taught about the wealth management industry and behavioral finance as a faculty professor at Pepperdine University and as an adjunct professor at City University of New York Baruch, where she was consistently admired by her students for her teaching and mentoring abilities. Some of the topics she has taught on include Derivatives, Risk Management, Behavioral Finance, Wealth Management Pricing, Equities, Fixed Income, Portfolio Management, and much much more.
She is an industry respected thought leader, speaker, columnist, author, and consultant, and has been a leadership speaker at various educational functions, both for advisors and for their end investors. Most recently, she has been a keynote or breakout speaker at the Private Banking Investment Group (PBIG) Conference for Merrill Lynch, Robert W. Baird National Conference, United Capital Executive Summit, Foothill Securities Conference, BluePointe Capital Client Educational Conference, and much more.
She has also been featured in the WSJ, Barron's, Michael Kitces Financial Advisor Success Podcast, InvestmentNews, RIABiz, and much more.
Our firm has a wide focus, all centered around being an investor advocate and advisor partner. Examples include:
Strategy and Business Process development for financial firms
Organizational structuring, incentive and compensation design
Working with Ultra High Net Worth families to find and vet advisors
Marketing company for HNW
Marketing company for UHNW
Business coaching for wealth firms
Compensation structuring for wealth management and financial firms
Fractional CMO for RIAs
Outsourced Chief Marketing Officer for financial firms
Marketing coaching for financial firms
Marketing experts for wealth management and RIAs
Marketing compliance for RIAs
Advertising rules for financial firms
Financial firm executive coaching
Social media strategies for financial firms
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