About Me
Amy Rosenow is the founder of Bold Vision Financial (formerly Fearless Financial), an advice-only financial planning and education firm focused on women, families, and entrepreneurs.
Prior to Bold Vision, Amy worked as a consultant providing strategic advisory and outsourced COO services to growing start-ups and small businesses. Amy also founded Jugl LLC, a software company focused on making it easier to be a working parent. Before Jugl, Amy served as Partner, Chief Operating Officer, and Chief Compliance Officer of Sheffield Asset Management, L.L.C. for over a decade. In this role, she oversaw a variety of functions including operations, client service, investor relations, marketing, risk management, compliance, and technology for the Chicago-based investment management firm. She began her career on Wall Street, working for Morgan Stanley, JP Morgan, and Bear Stearns.
She also serves as President of both RUOK Management investment partnership and Kaplan Rosenow Family Foundation.
Amy graduated from Cornell University. She lives in Chicago with her husband, two daughters, and their two Labrador retriever rescue dogs.
She is involved in a variety of community and non-profit initiatives, serving on the board and as Treasurer of Temple Sholom of Chicago, as a member of the President’s Council of Cornell Women and the Economic Club of Chicago, as a mentor at 1871, Chicago’s Center for Entrepreneurship and Technology, and recently completed her term as the Treasurer of the Latin School of Chicago Parent Association. In addition, she is the co-Founder and Chief Financial Officer of the Josephine Collective, a women-led group of angel investors co-investing small amounts in early-stage startups.
Mission Statement
No one wants a financial plan. But you likely do want what having a financial plan in place can deliver: more power, more flexibility, protecting your loved ones, and thriving despite the curve balls that life inevitably throws at us all. At BVF, we take pride in helping our clients feel more comfortable and confident in all aspects of their finances.
Why I Became an Advisor
I founded founded Bold Vision Financial (formerly Fearless Financial) because I’m passionate about helping people build wealth as a way to fuel their personal dreams. I’ve earned my clients’ trust through a life lived in the financial world as a working mom and entrepreneur, financial industry veteran, hedge fund and angel investor, philanthropist, and a source of financial wisdom and guidance for those closest to me.
I want to learn how you define wealth and help you work to create enough to embody your bold vision of life.