I believe in the power of what we can do together.
I'm Amanda Schrama, your Advisor Consultant with New York Life Investments, covering North Carolina, South Carolina, and Tennessee. I was born and raised in Chicago, Illinois, but I now call Charlotte, NC, home, and I absolutely love the southern lifestyle! On weekends, I enjoy exploring the best parts of the Carolinas and Tennessee, from the mountains to the ocean.
I have over 12 years of experience in the industry. I began my career in Wealth Management at Morgan Stanley and transitioned to the asset management side in 2018. I take great pride in seeing my advisors grow their businesses while offering solutions and ideas to help their clients exceed their goals.
When I'm not working with my advisors, I find great joy in giving back to my community. I serve on the event committee for the USO of Illinois and recently joined the USO Board of North Carolina, with a mission to strengthen the well-being of our military personnel and their families.
I can't wait to get to know you and look forward to working together for years to come!
Get insight before it becomes hindsight.
As your advisor consultant, I am invested in delivering value beyond investment performance potential. To help you navigate current market conditions, I have compiled four perspectives that I strongly believe in, created by the domain experts of our independent boutiques and investment teams.
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NYLI Fiera SMID Growth Fund (APSGX)
Invests in a diversified portfolio of common stocks of small- and mid-cap growth-oriented companies that are selected for their long-term capital appreciation potential.
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NYLI MacKay Short Duration High Income Fund (MDHIX)
This fund seeks high current income. Capital appreciation is a secondary objective.
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NYLI MacKay Short Term Muni Fund (MSTIX)
The Fund seeks to invest primarily in short-term investment grade municipal securities.
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NYLI PineStone International Equity Fund (FCIUX)
Seeks to achieve capital appreciation by investing in a portfolio of the investment team’s highest conviction ideas from international developed countries and emerging markets.
Let’s have a conversation. I’m here to support you.
New York Life Investments is deeply committed to helping you make informed financial decisions. Along with our timely insights, I hope you will see me as a valuable resource that can help you build resilient portfolios across market cycles. For more information about New York Life Investments, visit newyorklifeinvestments.com.
Amanda Schrama
Advisor Consultant - North and South Carolina, Tennessee
P: 1-704-390-6720 E: AmandaSchrama@nylinvestments.com
FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.
New York Life Investment Management LLC engages the services of federally registered advisors. CBRE Investment Management is unaffiliated with New York Life Investments.