Amy Sabin

Amy Sabin

Partner, Managing Director

Amy Sabin is the Managing Director for the Sabin Group and Partner of Steward Partners Global Advisory. Amy and her team serve ultra-wealthy families and individuals whose primary goals are wealth preservation and growth. Amy serves as the relationship manager and asset allocation specialist for the group. Many of her clients have amassed concentrated stock positions to which she applies her particular knowledge of monetization and diversification strategies to help them reduce their risk and exposure.

In addition to traditional asset allocation and portfolio management, the Sabin Group may utilize sophisticated strategies such as prepaid forwards, exchange funds and other customized hedging strategies. The Sabin Group will help you maximize your earnings potential on cash and, when suitable, share the benefit that employing calculated leverage can offer a portfolio. Amy has over 26 years’ of financial advisory expertise, helping families to plan and achieve their financial goals. Her experience helps her bring a practical, commonsense approach to working with clients, carefully educating them in matters of risk, while offering prudent portfolio strategies. Her proficiency in dealing with the investment challenges and opportunities that significant wealth produces was gained when she joined the nation’s premier boutique investment banks in 1997, Donaldson, Lufkin &Jenrette. While at DLJ, she learned many tools to help preserve and grow wealth for the ultra-wealthy and learned to incorporate tax sensitivity and defensive positioning into portfolios.

She credits her integrity, coupled with the array of “best-in-breed” manager selection and “treating the client like a partner”, as the keys to her success. Amy began her financial services career at NationsBank in 1989, before joining Donaldson Lufkin Jenrette in 1997. In 2002, she proudly joined the entrepreneurial firm of Bear Stearns and remained with them through the acquisition of the entity by JP Morgan. That firm became known as J.P. Morgan Securities.

A graduate of Southern Methodist University, Amy earned a B.A. degree in Marketing at the Cox School of Business. She and her husband Tom live in Dallas and her hobbies include exercising, community involvement/philanthropy and spending time with her family and friends. She has served on the Board of Governors for Northwood University and the Board of Trustees for the Catholic Campus Ministry of Southern Methodist University. She currently serves in the community on several non-profit committees.

Please keep in mind that investing involves risk, and strategies mentioned may not be suitable for all investors.

Phone 469-857-1510