Judith Heft – CEO
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, marketing, accounts payable and receivable, and personnel. Judith Heft & Associates has built its reputation on making order out of chaos. Whether you are looking for a professional, personal, or financial organizer, need a bookkeeper, or require a daily money manager, Judith Heft & Associates can help by simplifying your life and giving you more time to do what you want to do. Judy is the co-founder of a Mastermind Group for women business owners. Currently, Judy is a member of the American Association of Daily Money Managers. In 2010, Judy was named “Networker of the Year” by the 1000 member Gotham City Networking Organization. In 2019 Judy was named to the list of Powerful Women Leaders in Fairfield and Westchester Counties.
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 makes 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.
Karen Hagerty – Chief Operations Manager
Karen brings a wealth of diverse experience to Judith Heft & Associates. Karen has stepped up to the plate in her role as Chief Operations manager. 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. After taking time to raise her two now adult children, Karen helped develop and run 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. Born and raised in Westchester County, NY, Karen now resides in Greenwich, CT.
Deborah Albert – 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.
Rebecca Dueñas – Account Manager
Rebecca has more than twenty years of experience in almost all facets of accounting, well-versed in bookkeeping, reconciliation, auditing, forecasting and financial management reporting. She gained her knowledge from different organizations such as manufacturing, auditing, logistics and shipping companies, and worked with a diverse group of people. Rebecca graduated from Polytechnic University of the Philippines with a degree in Bachelor in Accountancy and a QuickBooks Certified ProAdvisor.
Sheila Jumao-as – Account Manager
Sheila Jumao-as is an Account Manager at Judith Heft and Associates. She’s been in the field of Finance for 15 years and aspires to expand her career opportunities and hone her at JHA. She has a master’s degree in financial management and specializes in resource optimization, which includes setting up of a yearly budget and process flow implementation. Sheila is a single mom who loves to travel by herself or with family and friends in her spare time.
Alexandra Scicchitano – Marketing Manager
As a recent graduate of Southern CT State University, Lexi joined the JHA team as a social media, marketing, and website expert. With years of writing experience, she authors and manages our messaging which includes our legendary blogs and newsletters – ensuring JHA always stays true to brand. Lexi graduated with a Bachelor of Science in journalism and a minor in Italian. She’s focusing on continuing to transform JHA into a marketing leader in its field.