Our Team

• Judy H. August

  Client Advisor

  Judy combines over 10 years of investment and financial planning experience for extended family members with a strong history of management and leadership positions, both professionally at IBM in New York City and as a member of various not-for-profit boards in Charlotte, including the Levine Jewish Community Center (prior President), Foundation for Shalom Park, and Foundation for the Charlotte Jewish Community (an affiliate of Foundation for the Carolinas).
  
  Judy earned her B.A. from Dartmouth College, her M.B.A. from NYU’s Stern School of Business, passed the Certified Financial Planner exam, and holds a Series 65 license.