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Judy is a Wealth Advisor in MAI’s Charlotte office. She joined the firm in 2021 following the acquisition of Queens Oak Advisors, where she had served as a Client Advisor since 2012. In that role, Judy worked with individual and institutional clients on investment communications and servicing, providing them with custom service, reporting and analysis. She was also a member of Queens Oak’s Investment Group, performing research and analysis, and producing written pieces.

Judy has an extensive background in management and leadership positions, both professionally and as a member of various not-for-profit boards in Charlotte, including the Levine Jewish Community Center (prior President) and Foundation for the Charlotte Jewish Community (Past Board Chair).

Judy earned her B.A. from Dartmouth College, her M.B.A. from NYU’s Stern School of Business and holds the CERTIFIED FINANCIAL PLANNER™ designation and a Series 65 license.