Serena Amlie serves as a Senior Analyst in Comstock Advisors’ Cincinnati office. She conducts business valuations for purposes including employee stock ownership plan implementations and annual updates, corporate planning, estate and gift tax and litigation. Her industry experience includes food and beverage, branding, market research, construction, manufacturing and financial services.
Serena obtained her Bachelor of Business Administration in Finance from Xavier University and is currently a Chartered Financial Analyst (CFA) Level III candidate.
- Xavier University, BSBA in Finance