Amy Diehl

Amy Diehl is a Financial Advisor at Morgan Stanley Private Wealth Management managing $3B of AUM who advises family offices, entrepreneurs, public company executives and venture capitalists across a broad range of complex financial planning topics. These include wealth transfer and income tax management strategies, trust and estate planning, asset allocation, portfolio implementation, cash management, lending, and philanthropic services.

Based in Denver, Amy works primarily with clients in the technology and healthcare sectors providing timely advice prior to a financing round, an IPO or an acquisition. Amy also collaborates with the MS Investment Bank, E*Trade and MS@Work to best serve her client needs across the innovation ecosystem.

Prior to joining Morgan Stanley in 2021, Amy served as an Executive Director of the J.P. Morgan Private Bank in San Francisco and Palo Alto for eleven years. She joined J.P. Morgan as an Analyst in the Washington D.C. office after earning her B.B.A. from the University of Michigan Ross School of Business. In her free time, she enjoys reading biographies, baking, and traveling with her husband Patrick and her daughter Lily.