Global Access. Boutique Solutions.

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With over four decades of investment experience, Amy was at the forefront representing female advisors who are adept at guiding families and small business owners. Whether providing solutions to solve complex financial problems or coaching strategies to deal with life's twists and turns, as your trusted advisor, she leads her clients from stress to success. As the lead portfolio manager, research is sourced from global intellectual capital to choose investments customized for each client. Your financial strategy will flow through accumulation, liquidity for retirement spending and legacy planning to share your passions. 

Amy is a PMP Portfolio Manager, member of the 40/40 Club, member of the Recognition Council, has received multiple Length of Service Awards and the CNE Employee Volunteer Award. She is also an active University of Connecticut Alumna.

In her spare time, Amy dedicates her time to Habitat for Humanity Women Build, AAUW, UConn Women & Philanthropy and 100 Women Who Care. She treasures spending time with her family, especially her three grandsons, and enjoys the many local cultural events Connecticut has to offer. 

California Insurance License # 4225545

• University of Connecticut

• Senior Portfolio Manager

As the daughter of the team's leader, Amy Gillis, you can say her finance is in Janet's blood. She spent many weekends watching her mother perfect her craft, and enjoy the company of her clients. Today, she creates the group's comprehensive financial plans, manages our alternative investment platform and analyzes the data to create personalized portfolio reviews with attainable solutions. She also prepares the team's thoughtful marketing campaigns. 

Janet graduated with honors from the University of New Haven with a B.S. in Business Administration and minor in Quantitative Analysis. She had a brief stint at Morgan Stanley Smith Barney as a Wealth Advisory Associate before 'coming home' to the team. 

In her spare time, you can find Janet cheering on her children at their various sporting events, gardening, cooking or honing her skills in interior design. 

• University of New Haven, B.S. Business Administration

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• IA
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• IL
• IN
• KY
• MA
• MD
• ME
• MN
• MO
• NC
• NE
• NH
• NJ
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• VA
• VI
• VT
• WA
• WI
• WY

Brittney’s interest in finance started long before her career did. As a child in Montego Bay, Jamaica, she would tag along with her sitter while she cleaned the Nova Scotia Bank—and she was instantly captivated, playing on the computers and imagining herself in that world.

Years later, Brittney earned a partially funded scholarship to study Criminal Justice at Monroe College in New Rochelle, NY, where she completed her associate degree. After entering the workforce, she was mentored by colleagues who recognized her potential and encouraged her to explore a path in financial services.

Brittney spent several years advancing her career at Wells Fargo Bank and later Wells Fargo Advisors, where her former manager, Tiffanie Gray, inspired her to pursue her professional licenses. Determined to advance academically as well, Brittney began her B.S. in Financial Management at UConn—earning placement on the Dean’s List—before transferring to SUNY Empire State College, where she completed her B.S. in Business, Management and Economics. She went on to broaden her experience even further, serving Ultra High Net Worth clients as a Client Service Senior Analyst, Assistant Vice President in Citi Private Bank.

In her spare time, Brittney enjoys reading personal development books, singing karaoke with friends, and perfecting her famous rum cake recipe.