Judith Woodard

• Senior Financial Advisor
• CERTIFIED FINANCIAL PLANNER™ Professional
• Registered Representative
• Investment Advisor Representative

212.405.1615
800.262.6644, ext. 1615
jwoodard@christopherstreet.com

Judith has over 30 years investment experience with major US financial institutions. Her career began in the Institutional Investment Advisory department of Chase Manhattan Bank, then on to Drexel Burnham Lambert and ten years as a Managing Director of Bear Stearns. Her experience has encompassed equal parts portfolio management, institutional sales and trading. Judith's experience with mutual funds and other financial institutions as clients brings us an in-depth knowledge of institutional portfolio management and how the best of those practices can be adopted for the individual.

Christopher Street has welcomed Judith to our staff to serve our clients expanding needs whether they are high net worth individuals, companies or foundations looking for experienced portfolio management.

With a BA in philosophy from Tulane's H. Sophie Newcomb College, a Masters in Philosophy from Georgetown University and an MBA from NYU Stern, Judith brings to Christopher Street Financial the educational background to match her Wall Street experience. She has served on the Board of Directors of the Jane Goodall Institute, acted as Past President of the Board of the State of the World Forum and is on the editorial board of the Ethical Marketplace www.ethicalmarkets.com

Judith serves on the board of “The Design Trust for Public Space”. The Design Trust for Public Space is a not-for-profit organization dedicated to improving the quality and understanding of New York City's public realm – from parks and plazas to streets and public buildings. www.designtrust.org. Judith lives in the East Village with her life partner Myrna Burks. Myrna is a painter and printmaker whose work has been exhibited worldwide.

2010 is the year we will be celebrating Judith Woodard's five-year anniversary with Christopher Street Financial. This gives us the opportunity to spotlight her many accomplishments, so we sat down with her to talk about her practice.

Q: What do you do for your clients as a Financial Planner?

A: "I strive to create a real dialogue about my client's life, and take the mystique out of the numbers. My goal is that they understand their numbers, and that they feel more secure about being able to finance the life that they want to live. I take in their concerns and problems, and assess what's important to them. I then reconstruct their investments so that they can feel comfortable that their financial resources will meet their needs."