Amy Grossman is vice president at Fidelity Charitable®, an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants since its inception in 1991. The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.
Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisor y Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.
Ms. Grossman’s strength is providing strategic advice on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.
Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.