Amanda A. Tappen, CFP®
Managing Director, Wealth Advisor, Relationship Manager
- 16+
- Years of
Experience
- 7+
- Months at First
Manhattan
Amanda A. Tappen, CFP®, is a Managing Director, Wealth Advisor, and Relationship Manager with 16 years of industry experience. She works closely with the Muccia and Tambaro Groups to provide clients with customized and creative solutions to help them prioritize and reach their financial goals and wealth needs.
Prior to joining First Manhattan in 2024, Amanda was a Senior Wealth Advisor and Business Development Professional at Douglas C. Lane & Associates for over 15 years, serving as the primary relationship manager for ~$500 million in assets across ~200 clients. She also was instrumental in helping the company broaden their financial planning capabilities.
Previously, Amanda was a Sell-Side Equity Research Analyst at Bank of America (formerly Banc of America Securities LLC) covering life and specialty insurance companies. Earlier in her career, she was an Investor Relations Manager at Gemstar-TV Guide International.
Amanda serves as an Ambassador for the Marine Raider Foundation, which provides support to active duty and medically retired members of the United States Marine Corps Special Forces Operations Command (MARSOC) and their families, as well as to MARSOC families who have lost their lives in service to our Nation.
She holds a BS in Finance from Boston College’s Wallace E. Carroll School of Management and is a CERTIFIED FINANCIAL PLANNER™.