Michelle Kaufman, CFA, CPWA®
Michelle Kaufman, CFA, CPWA®
Michelle Kaufman, a Certified Financial Analyst and Certified Private Wealth Advisor, has a diverse background that includes experience in both finance and engineering. She attended Maayanot High School before earning a degree in engineering from the prestigious Massachusetts Institute of Technology. After graduation, Michelle completed a research internship at Pfizer before launching her career in finance.
Throughout her career, Michelle has worked with influential companies such as Bloomberg LP and Credit Suisse, where her roles have included fixed income and derivatives specialist and global rates and FX trader, respectively. She currently works as a financial consultant at Fidelity Investments. Before starting her career in finance, Michelle was a SAT teacher and tutor with Kaplan Test Prep.
Michelle's education and varied career path have equipped her with a diverse set of skills that make her a valuable asset in the finance industry. Her areas of expertise include wealth management, portfolio management, fixed income and derivatives trading, and financial analysis. She is also skilled in research and teaching.