Jaimie

Jaimie M. Blackman, M.S.Ed., CWS®

President

Experience

Jaimie Blackman’s twenty five years of work experience span the fields of finance, education and information technology. Prior to establishing BH Wealth Management, he was Vice-President of Investments with UBS.

Jaimie is a third generation advocate of ARCny.org a non profit agency providing residential and day rehabilitation services for developmentally disabled adults, based in Brooklyn NYC.  As Board President Blackman is helping to direct the launch of Arts@ARC, an innovative performing and visual arts program for the special needs community, from 8 to 80 years of age.

Education

  • BA, Hunter College
  • M.S.Ed., Queens College School of Education
  • Certified Wealth Strategist® certification, Cannon Financial Institute
  • Certificate of Financial Planning, Kaplan University
  • Member of Financial Planning Association

Innovations

Read More

Iris_Hershenson-e1470526978902

Iris Hershenson, MBA

Senior Vice President

Experience

In addition to being involved in the Financial Services industry since 2000, Iris has been a management and technology consultant since 1990. She also teaches on the University level. Her areas of expertise include management, computer applications and Internet Technology.

Education

B.A., Hunter College

M.B.A., Fordham University

Read More

vicky-headshots-2-1671-e1470527546929

Vicky Kreyman

Succession Planning & Client Services

Vicky has over 5 years of experience in client relationship management and has her Bachelor of Science in Finance and Economics at Grand Canyon University and is currently in the process of completing her Certified Financial Planning, (CFP) designation. Vicky joined MoneyCapsules in 2014 and helps our clients with  operations and succession planning.

Close Menu