Overview
Amy DeTolla is a Venture Partner at Thicket Ventures [1][4]. DeTolla founded Aureus Advantage, a transformation partner for wealth firms navigating M&A, platform evolution, and strategic growth [2][3]. DeTolla's career in financial services includes roles as Chief Experience Officer at Connectus Wealth Advisers [5], Senior Vice President at Focus Financial Partners [6], Chief Operating Officer at Robertson Stephens Advisors [7], and Head of New Product Office and Onboarding at BlackRock [8]. Earlier positions include Principal in Product Development Manager at Barclays Global Investors [9] and Head of Private Client at Robertson Stephens Inc. [10].
Profile introduction
I'm the Founder of Aureus Advantage, a transformation partner for wealth firms navigating M&A, platform evolution, and strategic growth. We bring the rare combination of real-world operating experience and actionable strategy. My Experience I’ve built, led and scaled multiple multi-billion-dollar wealth firms, designed and implemented enterprise platforms, and executed over 60 M&A transactions. I’ve worked across the industry, from product strategy at BlackRock to platform transformation and integration leadership at Focus Financial Partners. As Chief Experience Officer at Connectus Wealth…
Career history
- Founder & CEOMay 2024 to presentAureus Advantage
- Venture PartnerJun 2024 to presentThicket Ventures
- Chief Experience OfficerJan 2021 to May 2024Connectus Wealth Advisers
- Senior Vice PresidentJun 2017 to Jan 2021Focus Financial Partners
- Chief Operating OfficerJul 2013 to Jun 2017Robertson Stephens Advisors, LLC
- Head of New Product Office and OnboardingMay 2010 to Jul 2013BlackRock
- Principal - Product Development Manager2006 to 2010Barclays Global Investors
- Head of Private ClientMar 1999 to Mar 2003Robertson Stephens Inc. (Investment Bank)
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