Amy Treat is Partner and Chief Operating Officer of StoneRidge Wealth Management.
Amy joined StoneRidge Wealth Management in early 2003 (then Mason Financial Group), to help Van Mason build his one man financial advisory practice into one of the leading independent wealth management firms in the greater Portland area, with three offices and more than $230 Million of assets under management. She manages all aspects of the business including compliance, financials, processing new business, client support, marketing, website design and social media development. Amy supervises and guides her three administrative managers and coordinates the necessary support for our other advisors. Over the last few years, Amy has been gradually shifting her operations management to her staff, so that she can spend more time working with her clients and managing their investment portfolios.
Amy has established a solid reputation with LPL Financial’s key management for her innovative marketing programs and highly efficient administrative procedures. She has been a featured presenter at several LPL national conferences, filling her break-out sessions to room capacity.
Amy and Van were inspired by Amy’s son Riley, and developed the concept of a charity for low income children with serious hearing deficiencies. Amy implemented the program, including the formal fundraising launch of “The StoneRidge Foundation” at the Portland Art Museum on Valentine’s Day, 2008. In June 2009, Amy and Van received the 2008-2009 Partners in Education Award from the Northwest Regional Education Services Department. By 2013, their StoneRidge Foundation had funded more than 78 low income school age children for hearing aids and services. In September 2013, The StoneRidge Foundation was nominated for its work in the community and Amy and Van were featured in the “Investment News” magazine. Amy represented StoneRidge at the “Invest In Others” gala awards ceremony in New York, and was presented with a national award for her outstanding contribution.
Outside the office, Amy’s life revolves around her friends, family, and her two very active son’s, Riley and Finley. Her passions include watching her son’s play baseball, entertaining family and friends, camping, waterskiing, snow skiing, photography, and cooking. Her favorite quote is, “Be the change you want to see in the world”- Mahatma Gandhi
To contact Amy Treat please send her an email at amy.treat@lpl.com