2018 Spring Conference Speaker

Amy M. Grossman is vice president at Fidelity Charitable®, an independent public charity that has helped donors support more than 220,000 nonprofit organizations with over $23 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 a Managing Director in the private banking division at Credit Suisse where she held various leadership roles including head of the Corporate and Executive Services Group, which specialized in diversification strategies for holders of concentrated equity positions. Before that she was vice president and restricted stock specialist 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.