Judy DeFazio
Judy’s favorite quote:
“By failing to prepare, you are preparing to fail.” Benjamin Franklin

Judy DeFazio

DIRECTOR OF ADMINISTRATION
EXECUTIVE ASSISTANT TO KENNETH VAN LEEUWEN


DUTIES

As Executive Assistant to Ken Van Leeuwen, Judy DeFazio works closely with Mr. Van Leeuwen and is responsible for a broad variety of administrative tasks that include managing his calendar, arranging complex and detailed travel plans, preparing correspondence and liaising with other team members on a variety of projects.  She also assists the team with the scheduling and preparation of client meetings. In addition, Judy is responsible for maintaining vendor relationships and office supply management.

ABOUT

Judy joins Van Leeuwen & Company with over 30 years’ experience, most recently as the Senior Managing Director and Partner for ISI Group, a broker-dealer based in New York. While with ISI she held a number of management roles in the areas of Human Resources, Trading Operations, Administration, Facilities and Technology.

PASTIMES

Judy is married, lives in Princeton, NJ and has two grown children. She enjoys keeping up with the latest trends in fashion, residential architecture and home décor.

MANAGING DIRECTOR AND ADVISOR

Kenneth W. Van Leeuwen, CFP®
Managing Director/Advisor
Read Ken’s Bio

Jason D. Field
Financial Advisor
Read Jason’s Bio

INVESTMENT TEAM AND PLANNING

Virag G. Shah, CFA®
Portfolio Strategist
Read Virag’s Bio

Jimi Bipin Shah
Equity Research Associate
Read Jimi’s Bio

Donna L. Gavlick
Director of Para Planning Services
Read Donna’s Bio

CLIENT SERVICES

Judy DeFazio
Director of Administration
Executive Assistant to Kenneth Van Leeuwen
Read Judy’s Bio

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Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA. Go here to read entire disclaimer.