EPISODE 03
Rosita Jo Kaufman
Forbes Top Women Wealth Advisor | Former Executive Director, Morgan Stanley
Rosita Jo Kaufman, a three-time Forbes Top Women Wealth Advisors honoree and former Executive Director at Morgan Stanley, shares how she went from severe poverty in the Philippines to bank teller to the top of her Wall Street training class, and what she knows about money, mindset, and resilience.
About the guest
Rosita Jo Kaufman
A three-time Forbes Top Women Wealth Advisors honoree (2019, 2020, 2021) and former Executive Director and Senior Portfolio Manager at Morgan Stanley, with over 30 years of experience in wealth management.
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