Judy has almost forty years of investment experience from the major financial institutions in the United States. Her career began in institutional investments at Chase Manhattan Bank, then on to Drexel Burnham Lambert, and then ten years as a Managing Director of Bear Stearns. Her experience has encompassed equal parts portfolio management and institutional sales and trading.

Judy's experience with mutual funds and other financial institutions as clients brings an in-depth knowledge of institutional portfolio management and how the best of those practices can be adopted for an individual. She has specialized on an institutional level with the full range of asset classes: stocks, bonds, commodities, futures and options. “I have lots of tools in the tool kit, as it were, and use that experience to stay away from unsystematic risk.”

Judy brings to Christopher Street Financial the educational background to match her Wall Street experience. Judy earned a Bachelor of Arts in Philosophy from Tulane's H. Sophie Newcomb College, a Master of Philosophy from Georgetown University and a Master of Business from New York University’s Stern School of Business. In addition, she has served on the Board of Directors of the Jane Goodall Institute, acted as President of the Board of the State of the World Forum, served on the editorial board of the Ethical Marketplace, and was the Treasurer for the Design Trust for Public Space.

Judy currently serves on the Board of Directors of the Poetry Society of America. The Poetry Society of America, the nation's oldest poetry organization, was founded in 1910. Its mission is to build a larger and more diverse audience for poetry, to encourage a deeper appreciation of the vitality and breadth of poetry in the cultural conversation, to support poets through an array of programs and awards, and to place poetry at the crossroads of American life.

Judy lives in the East Village and in Orient, Long Island with her life partner (now spouse) Myrna Burks, a painter and printmaker. Myrna’s work has been exhibited worldwide and can be enjoyed in Christopher Street Financial’s offices.