Jodi Amos, MBA, AIF®, CDFA®
Managing Partner
Jodi's Story
Jodi Amos is a Managing Partner and co-founder of 4Rivers Wealth Management, bringing more than 35 years of banking, wealth management, and trust experience to her clients and to the firm she helped build.
She spent most of her career at Mellon Bank, now BNY Mellon, developing deep expertise in portfolio management, fiduciary responsibility, and high-net-worth client relationships. She later served as Senior Vice President at Fifth Third Bank, where she played a pivotal role in developing the bank's wealth management platform.
Prior to co-founding 4Rivers, Jodi served as a Senior Investment Advisor at Commonwealth Advisory Group, At Commonwealth she worked with physicians, business professionals, women with wealth, and professional athletes, a reflection of the diverse and complex client relationships she has cultivated throughout her career.
As a Managing Partner, Jodi oversees the firm's day-to-day operations and serves as a voting member of the 4Rivers Investment Committee. She is deeply passionate about helping clients, particularly women navigating major life transitions, define what matters most to them and build a financial plan that reflects their values, goals, and long-term vision.
Jodi holds a Master of Business Administration with a concentration in Finance from the University of Pittsburgh's Joseph M. Katz Graduate School of Business. She holds the Accredited Investment Fiduciary® (AIF®) and Certified Divorce Financial Analyst® (CDFA®) designations, underscoring her commitment to both fiduciary excellence and specialized planning for clients in transition.
A recognized leader in her field, Jodi has been named a Five Star Wealth Manager, an honor bestowed on fewer than 7% of wealth managers in the Pittsburgh area. She is a proud member of the Women's President Organization (WPO), a global collective of women business leaders committed to driving financial and professional success. She has also been recognized as a 2021 Making a Difference Honoree by the Crohn's and Colitis Foundation and as a 2013 Volunteer of the Year by the Jewish Federation of Greater Pittsburgh. In addition, Jodi frequently serves on professional panels and as a speaker at local and national seminars and conferences.
Awards
- Five Star Wealth Manager created by Five Star Professional. Note: This award is presented annually in June based on data gathered within 12 months preceding the issue date. This award is not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
- 2021 Making a Difference Honoree by the Crohn’s and Colitis Foundation recognizes dedication as a volunteer and advocate and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2013 Volunteer of the Year. Jewish Federation Volunteer of the Year recognizes the time commitment to service organizations within the Jewish and general community and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor.
Recent Buzz
- Please visit our News section to see Jodi's interviews with national and local media.
Giving Back
- St. Clair Hospital, former Member, Board of Directors
- St. Clair Hospital Foundation, former Trustee
- UPMC Ladies Hospital Aid Society, former Member, Board of Directors
- Jewish Women’s Foundation of Greater Pittsburgh, former Member, Board of Trustees
- Crohn’s and Colitis Foundation, Board Emeritus, and former Chairman
When I’m not working: I’m spending time with my husband, traveling and playing Pickleball.
Vice: Wintergreen Lifesavers™