Josefine Cays (CFA, CFP®, EA)

Josefine Cays focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Additional Information

Josefine Teneback Cays, Partner

Josefine has nearly 20 years of experience in financial services.  She has worked with Bridgewater Advisors for most of her career.  Josefine holds the Chartered Financial Analyst designation (CFA) and is also a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®).  She is also an Enrolled Agent (EA) with the IRS.  Josefine received her BA with Honors in Anthropology from the University of Texas at Austin.  Josefine is committed to playing an active role in her community to support initiatives and programs close to her heart.  Currently she acts as a Treasurer for the Edgemont Elementary PTA in Westchester County.

NAPFA Start Date

August 01, 2018


This Office

600 5th Ave Fl 26 New York, NY 10020-2308 Phone: (212) 221-5300