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Helene Rude, FPQP®

Wealth Advisor

I spent most of my career in the technology sector, both on the commercial side at IBM and also within the higher ed space. I built what I fondly refer to as a "portfolio career" during which I had the good fortune to expand beyond "bits and bytes" and gain a well-rounded complement of experience in technology sales, marketing, program management, business operations and executive education. Having worked with many small business clients at IBM, I leveraged that experience to transition into higher education where I immersed myself in the world of entrepreneurship and led significant university initiatives - first in executive education, and then in the cloud computing space.

Like many people my age my parents' failing health caused me to shift my priorities, and by 2018 I needed to step back from a full-time career and become more involved in day-to-day care.  Not being ready to retire yet, Adam and I agreed that my skills could be put to good use in our practice so I joined the team in 2018 and have never looked back. 

Many people are surprised that not only can we work together as husband and wife, but we actually enjoy it immensely. So much so that I decided to pursue my securities licensing and begin my CFP® certification. Life is a journey full of unexpected twists and turns that require adjustments along the way. I am happy to be able to share my experiences to help clients on their unique journeys.

When I'm not working or studying, I live in Briarcliff Manor, NY with my husband and enjoy cooking, knitting and keeping Adam in line!

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