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Judy Heft

Founder/CEO

Judy is your personal CFO, life advocate, and wellspring of financial wisdom—whether you are a busy parent, young person struggling with student loans, or a high-net worth philanthropist. With a background in small business, bookkeeping and advocating for older Americans, Judy’s utmost concern is confidentiality and information security. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel. The skills Judy brings to each client are on tap for any situation. In the 24 years since Judith Heft & Associates was founded, Judy has seen it all; from less-than-honorable people insinuating themselves into the wills of older Americans, to resolving identity theft—and educating her clients on how to avoid it again in the future. Judy is the co-founder of a mastermind group for women-owned businesses. Currently, Judy is a member of the American Association of Daily Money Managers www.aadmm.com. And Judy is a certified money coach and loves helping individuals get to the root of their money habits and helps them figure out how to create healthier habits.

Karen Hagerty

Operations Manager

Karen brings a wealth of diverse experience to Judith Heft & Associates. Karen Hagerty started her career in the garment industry, working as an executive for Perry Ellis and later as a Vice President of Sales at Calvin Klein. Karen developed and ran an LED lighting start-up, managing all operations and bookkeeping. Karen received her Bachelors of Science in Management with a concentration in Accounting at the State University of New York at Binghamton.

Deborah Albert

Senior Account Manager

Deborah has been a professional full-charge bookkeeper for more than fifteen years. She especially loves improving the quality of clients’ lives by working one-on-one with individuals seeking to avoid the pain and confusion associated with the administrative management of their own personal finances. Deborah is a graduate of Washington University in St. Louis and is certified with the American Institute of Professional Bookkeepers.

Liz Levy

CFO 

Liz Levy is a management specialist and skilled communicator with an entrepreneurial flair who understands the ever-changing corporate landscape. She brings an executive-level management background in sales, marketing and business development to our Lifestyle Concierge division and she is particularly well-versed in real estate and high-end relocations.Liz has held senior positions in education, resort management, aerospace technology and corporate real estate. Her in-depth knowledge of a wide variety of industries and her broad network of industry professionals make her well-suited for her role in managing the day-to-day personal and professional matters of high-net-worth individuals.With more than 25 years of experience in servicing premiere clientele and vast business management expertise, Liz has dedicated her career to assisting high-level clients worldwide.
Liz specializes in:
  • Creating new and innovative ways to help clients increase profitability;
  • Cultivating “long-term relationship” sales and knowing the products clients want and their desired price points; and
  • Innovating and implementing sustainable plans customized to each client’s needs.
Liz received a Bachelor of Arts from Harvard University and a Juris Doctorate from Boston University School of Law.

Irene Horowitz

Senior Account Manager

Irene joined Judith Heft & Associates as account manager after a lengthy career at a toy Company in NYC. The company tripled in size during the first 6 years of her employment. Irene started her career as a personal assistant working with high profile clients and she knows how to add the personal touch to the clients she works with at JHA.

Ed Wilson

Executive Assistant

Ed joined Judith Heft & Associates with a wide range of skills used throughout many industries. He lends new insight and administrative organizational skills that help the wheels of Judith Heft & Associates run smoothly. behind the scenes.

Judy Heft

Founder

Judy is your personal CFO, life advocate, and wellspring of financial wisdom—whether you are a busy parent, young person struggling with student loans, or a high-net worth philanthropist. With a background in small business, bookkeeping and advocating for older Americans, Judy’s utmost concern is confidentiality and information security. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel. The skills Judy brings to each client are on tap for any situation. In the 24 years since Judith Heft & Associates was founded, Judy has seen it all; from less-than-honorable people insinuating themselves into the wills of older Americans, to resolving identity theft—and educating her clients on how to avoid it again in the future. Judy is the co-founder of a mastermind group for women-owned businesses. Currently, Judy is a member of the American Association of Daily Money Managers www.aadmm.com. And Judy is a certified money coach and loves helping individuals get to the root of their money habits and helps them figure out how to create healthier habits.

Liz Levy

Liz Levy brings an executive-level business management background in sales, marketing and business development. She has utilized these skills in various industries including, individual testing and tutoring, ski resort management, aerospace technology, corporatereal estate,and now financial & lifestyle concierge services. Liz has dedicated her career to assisting high level clients worldwide. With over 25 years of experience in servicing premiere clientele and vast business management experience Liz specializes in:
• Creating new and innovative ways to help clients increase profitability
• Long-term relationship sales – Knowing the product her client’s want and at their desired price points
• Innovating and Implementing sustainable plans customized to client needs
Liz received her Bachelor of Arts from Harvard University and her Juris Doctorate from Boston University School of Law.

Karen Hagerty

Operations Manager

Karen brings a wealth of diverse experience to Judith Heft & Associates. Karen Hagerty started her career in the garment industry, working as an executive for Perry Ellis and later as a Vice President of Sales at Calvin Klein. Karen developed and ran an LED lighting start-up, managing all operations and bookkeeping. Karen received her Bachelors of Science in Management with a concentration in Accounting at the State University of New York at Binghamton.

Irene Horowitz

Senior Account Manager

Irene joined Judith Heft & Associates as account manager after a lengthy career at a toy Company in NYC. The company tripled in size during the first 6 years of her employment. Irene started her career as a personal assistant working with high profile clients and she knows how to add the personal touch to the clients she works with at JHA.

Deborah Albert

Senior Account Manager

Deborah has been a professional full-charge bookkeeper for more than fifteen years. She especially loves improving the quality of clients’ lives by working one-on-one with individuals seeking to avoid the pain and confusion associated with the administrative management of their own personal finances and bill paying obligations.  Deborah is certified with the American Institute of Professional Bookkeepers

Ed Wilson

Executive Assistant

Ed joined Judith Heft & Associates with a wide range of skills used throughout many industries. He lends new insight and administrative organizational skills that help the wheels of Judith Heft & Associates run smoothly. behind the scenes.

Contact Us

    Call Toll Free: 1-833-737-7888

    Email address : info@judithheft.com

    LOCATIONS : Massachusetts, Pennsylvania, Virginia, Maryland, South Carolina, Delaware, Rhode Island, Maine, Vermont, New Hampshire

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