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Aams Judith Kaufman
Aams Judith Kaufman
Vice President Senior Wealth Planner
New Jersey, United States
Aams Judith Kaufman
Summary
Judith Kaufman is a seasoned Vice President and Senior Wealth Planner at The Liss Group within Merrill Lynch, specializing in wealth management and financial planning. With a background in account management and alternative investments, she has cultivated a deep understanding of asset allocation and financial analysis over her extensive career. Judith has a proven track record of leadership, having previously held significant roles at Morgan Stanley and UBS Financial Services. Her expertise spans across various financial services, including impact investing and securities trading. Judith is known for her strong organizational skills and ability to manage complex projects effectively. She has a Bachelor of Arts in History from California State University-Northridge, which complements her analytical skills in finance. Judith is passionate about providing tailored financial solutions and is committed to helping clients achieve their financial goals. Her professional journey reflects a dedication to excellence in the financial sector.
Aams Judith Kaufman
Work Experience
Vice President Senior Wealth Planner at
Merrill Lynch/Wfc/L. Inc.
January 2022 - Present
Group Director- The Deatherage Group at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
December 2016 - January 2022
Analyst- Relationship Management- The Liss Group at
Merrill Lynch/Wfc/L. Inc.
June 2016 - December 2016
Team Administrator- The Ellentuck Wealth Management Group at
UBS Group AG
March 2012 - May 2016
Team Administrator-Relationship Management at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2003 - March 2012
Aams Judith Kaufman
Education
California State University, Northridge, Bachelor Of Art
January 2000 - January 2003
Frequently Asked Questions about Aams Judith Kaufman
Where Aams Judith Kaufman graduated from?
Aams Judith Kaufman holds a degree in History from California State University, Northridge.
Who is Aams Judith Kaufman?
Judith Kaufman is a seasoned Vice President and Senior Wealth Planner at The Liss Group within Merrill Lynch, specializing in wealth management and financial planning. With a background in account management and alternative investments, she has cultivated a deep understanding of asset allocation and financial analysis over her extensive career. Judith has a proven track record of leadership, having previously held significant roles at Morgan Stanley and UBS Financial Services. Her expertise spans across various financial services, including impact investing and securities trading. Judith is known for her strong organizational skills and ability to manage complex projects effectively. She has a Bachelor of Arts in History from California State University-Northridge, which complements her analytical skills in finance. Judith is passionate about providing tailored financial solutions and is committed to helping clients achieve their financial goals. Her professional journey reflects a dedication to excellence in the financial sector.
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