Amy M. Kirshbaum

Amy is a Client Services Manager at Delta Asset Management, where she joined the team in 2023. In her role, she is responsible for maintaining and optimizing Delta’s portfolio accounting and CRM systems, ensuring data integrity and operational efficiency across client accounts. Amy also leads the onboarding process for new clients, working closely with custodians and internal teams to deliver a seamless experience.  Amy holds a Bachelor of Arts degree in Economics from Brandeis University and brings over a decade of experience in consulting and sales & marketing management.  Her collaborative work with Delta’s portfolio managers supports both day-to-day service needs and long-term relationship growth, reinforcing the firm’s commitment to personalized, high-touch client care. She is valued for her proactive mindset, meticulous attention to detail, and her ability to align internal systems with the personalized service clients expect and deserve.