Ivy is a Manager at Empire Valuation Consultants, where she has worked since 2004. She is an Accredited Senior Appraiser (ASA) of the American Society of Appraisers and a Chartered Financial Analyst^® (CFA) Charterholder.  Prior to joining Empire, she worked for the Federal Home Loan Bank of San Francisco where she was responsible for underwriting unsecured credit lines to financial institutions.

Education

• M.B.A. in Finance and Corporate Accounting – University of Rochester Simon Business School
• B.A. in Interdisciplinary Studies – University of California, Berkeley

AFFILIATIONS

• American Society of Appraisers
  
  • Western New York Chapter - Vice President
• CFA Institute - Member
• CFA Society of Rochester - Member
• The ESOP Association - Professional Member

Expertise

Ivy has been involved in the valuations of a variety of debt and fixed income securities, real estate, derivative instruments, intangible assets, and equity interests across a variety of industries and global locations. In addition, Ivy has valued a wide variety of privately held companies for transactions, estate and gift tax reporting, ESOP transactions, financial reporting, and general corporate planning purposes.