Michelle Kaufman, CFA, CPWA®
I grew up in a family of doctors and engineers who praised education, but rarely discussed money. My father is a great doctor while my mother is a wonderful educator. Everyone assumed that we must be wealthy, but when my parents couldn’t afford to send me to summer camp at age 10, I knew something wasn’t right. I later learned that while my parents were great in their careers, the demands on their time left little energy to focus on themselves and their finances. Unfortunately, time ran out, and when they would have liked to trim their working schedules and enjoy a secure retirement, they were unable to do so.
Initially I followed my family tradition and studied engineering at the Massachusetts Institute of Technology (MIT). Yet I continued to gravitate toward finance. My career began at Credit Suisse as a Trader, and then I moved to Bloomberg as a Market Specialist, finally finding my passion as a financial advisor to high achieving women and couples. In my experience as one of a few women in financial services, I learned that the industry did not make women a priority, and I knew that needed to change. That’s what led me to create Prioritas.
My true purpose is to create a positive and engaging experience for women and couples based on their unique priorities. By blending clients’ personal, career and financial goals, we design a cohesive plan where everything works together. This creates the clarity and confidence they need and want.
Education & Certifications
- B.S., Massachusetts Institute of Technology (MIT)
- Chartered Financial Analyst (CFA) designee
- Certified Private Wealth Advisor® (CPWA®) professional
- Fidelity Investments, Financial Consultant
- Bloomberg LP, Market Specialist
- Credit Suisse, Vice President – Trading
Dynamic Wealth Advisors
We have a singular focus on clients, and wanted to structure Prioritas Financial Advisors in a way to serve that vision. Through an alliance with Dynamic Wealth Advisors, a registered investment advisor registered with the Securities and Exchange Commission, we are provided with the support we need to confidently serve our clients.
Dynamic oversees Prioritas from a compliance perspective and assures that we are serving clients with integrity and meeting regulatory guidelines. Dynamic also provides operational support so that Michelle can focus on overseeing client planning and investments.
Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit sharing plans and businesses through investment advisor representatives such as Michelle.
Life’s biggest decisions deserve an advisor you can trust.
We help you make financial decisions with confidence