As a project-oriented person who thrives on taking initiatives from conception to completion, Yosepha focuses on creating seamless client experiences and driving the strategic initiatives that help our firm scale efficiently while maintaining the personal touch that defines us.
Working alongside Jacob, who founded the firm over 30 years ago, and her son Tzvi, who represents the future, adds incredible meaning to what she does. Her mission, both professionally and personally, is making life easier for the people she supports, whether that's her family or the firm's clients.
Additional Information:
- Spent over 35 years in the financial service’s industry, as a Product Manager specializing in financial technology solutions
- Passionate about nutrition as well as physical and mental well being
- Married to Jacob with three married children and many smiling grandchildren