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Amy A. Lord, CFA®

Amy Lord joined Suncoast Equity Management “SEM” in September 2008. She was previously Vice President/Portfolio Manager with Intrepid Capital where she was sole manager of the company’s Large Cap Equity and Investment Grade Fixed Income portfolios. Prior to joining Intrepid in 2001, Ms. Lord was Managing Director, Senior Portfolio Manager of The Investment Counsel Company. During her nine years with the firm, her responsibilities included equity and fixed income portfolio management and analysis; marketing and client servicing; and overseeing GIPS performance compliance.

Ms. Lord earned a Bachelor of Science in Advertising, with a minor in Mathematics, from the University of Florida. She is a CFA charterholder and past President of the CFA Society of Orlando, as well as a member of the CFA Institute. Ms. Lord is also active in her church as well as Circles USA, a non-profit organization which inspires and equips individuals and families to permanently move out of poverty and thrive.