Amie Tacka

Client Service Associate

Client Service Associate

She brings over two decades of experience in the financial services industry.

Education: She earned her MBA with a concentration in Finance from Villanova University and a BA in Economics from Indiana University of Pennsylvania, graduating Magna Cum Laude.  She also studied international finance at Bocconi University in Milan.

Previously, she spent 16 years at Wells Fargo, most recently as a Portfolio Integrity Manager, where she led firm-wide initiatives to streamline operations, implement system upgrades, and reduce risk across more than 30,000 portfolios.  Her focus on quality control, process improvement, and cross-functional collaboration helped drive efficiency and consistency across Wealth Investment Management operations.

Earlier in her career, she served as a Regional Portfolio Manager and Wealth Portfolio Services Portfolio Manager, overseeing $18 billion in assets under Management and executing complex investment strategies tailored to high-net-worth clients.  She has had previous experience in asset allocation, equity optimization, fixed income, and multi-asset portfolio strategies.

Outside of my professional life, I am passionate about pickleball, and you can often find me on the court in my free time.  I also volunteer in my community and am an avid enthusiast of all things Pacific Northwest.  Whether exploring the great outdoors, enjoying local events, or participating in community service, I strive to give back while embracing the natural beauty of this region.