Amy Castleberry BA, MBA

Amy Castleberry joined the senior living team at Ziegler in 2006. She is responsible for providing investment banking services to not-for-profit senior living providers in the Mid-Atlantic region. She also oversees credit and deal structuring for the national senior living practice, with experience structuring over $4 billion of transactions for new campus, major repositioning and expansion financings for continuing care retirement communities. Amy serves on the CARF Financial Advisory Panel and as the lead contributor to the Financial Ratios & Trend Analysis of CARF Accredited Continuing Care Retirement Organizations. She is a frequent speaker at senior living conferences and is often quoted in industry publications.

Prior to joining Ziegler, Amy worked as an analyst in the Municipal Credit Research & Strategies Group for Legg Mason Wood Walker, Inc., where she specialized in credit and relative value analysis for the senior living, healthcare, and high-yield sectors. Amy earned a B.A. in journalism from the University of Maryland, College Park and an M.B.A. from the Robert H. Smith School of Business at the University of Maryland, College Park. Amy served by appointment on the Maryland Commission on Aging from 2002 through 2004. She was awarded the Chartered Financial Analyst designation in 2004 and is a registered general securities representative and registered municipal principal.