Hart Financial Management is your concierge for money management and organizational assistance.
About Us
Amanda Gallagher, Founder
Prior to founding HFM, Amanda was at Windrose Advisors, a Metro Boston-based boutique wealth management firm where she served as Director on the Client Service Team, providing fully integrated wealth planning services to ultra high net worth individuals and families. Amanda was responsible for the day-to-day management of clients’ financial affairs, including: cash flow planning and analysis, asset allocation, investment reporting, as well as tax, estate, insurance and retirement planning. Amanda has an innate ability to perceive clients’ needs and form trusting relationships from the beginning.
Prior to Windrose, Amanda worked at Bracebridge Capital a fixed income arbitrage hedge fund in Boston. At Bracebridge she held various roles the last being a Profit and Loss Analyst where she worked closely with the Operations team and Partners of the firm to report performance on multiple investment funds. Prior to the P&L role, Amanda worked in the Financial Reporting and Valuation group preparing annual and quarterly financial statements and various other regulatory reports. Amanda started her career at Bracebridge as a Financial Reporting intern and joined the firm full-time as a Specialist upon graduation in 2009.
Amanda graduated from Northeastern University with a BS in Business Administration and concentrations in Finance/Insurance and Management.
