Jodi Amos, MBA, AIF®, CDFA®
Managing Partner
Jodi's Story
As a Co-Founder and Managing Partner, Jodi assists affluent individuals across the country with strategic plans for their wealth. She is an Accredited Investment Fiduciary® and a Certified Divorce Financial Analyst ® with a passion for helping her clients define what matters to them, then crafting a financial plan that delivers confidence in any market.
Jodi brings over 35 years of wealth management expertise to the 4Rivers team. She spent most of her career at Mellon Bank, now BNY Mellon, working in the Wealth Management and Trust Department and was recognized for her dedication to women, founding “The Women with Wealth” forums. Jodi also founded the “Women of Distinction” luncheon, which recognizes women around the Pittsburgh region who've made a significant impact on the community.
In addition to being a voting member of the 4Rivers investment committee, Jodi is a firm leader. She shares her experience from Fifth Third Bank, where she was a senior vice president and helped develop the bank’s wealth management platform.
A graduate of the University of Pittsburgh’s Katz Graduate School of Business with a Master’s Degree in Finance, Jodi is honored to be a member of the Women’s President Organization (WPO). WPO is a dynamic and diverse collective of women business leaders around the world who share insight in groups facilitated to drive game-changing business and financial success.
Awards
- 2012-2016 and 2018-2025 Five Star Wealth Manager created by Five Star Professional. * To receive the Five Star Wealth Manager award in years 2014, 2016-2019, 2022-2026, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
- 2013 Volunteer of the Year; United Jewish Federation Volunteer of the Year
Recent Buzz
- Please visit our News section to see Jodi's interviews with national and local media.
Giving Back
- Clair Hospital, former Member, Board of Directors
- 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 at work:
Jodi can usually be found on the pickleball court with her husband and daughters, or at home doting on the family's Great Dane and rescue Staffordshire Terrier, because in the Amos household, the dogs run the show.
Vice: Wintergreen Lifesavers™