Legacy Financial Management is a philanthropy management firm established by Paul Woldar, who combines his own charitable interests with a long career in finance by helping persons of means to achieve their own charitable intentions through excellent asset management.
With more than 22 years on Wall Street in account management as a fixed income specialist, Paul has worked closely with other experts in asset management, giving his clients the advantage of his extensive network in the field.
As President of the Edwin & Shirley Woldar Foundation, Paul has a unique and very personal perspective on foundation management, witnessing the good his parents' foundation has done for others on a daily basis. Inspired by the example his parents have set, Paul is also significantly involved in other charitable activities.
A tireless fundraiser, Amy brings over 10 years experience with the UJA Federation of New York to Legacy Financial Management. Her membership on the executive board and board of trustees as well as her role as a member of the Emerging Leaders and Philanthropists Strategic Council provide significant charitable experience. Amy is very involved in many Israeli causes in addition to her campaigns to raise awareness about healthcare related concerns in the U.S.