Aimee is a Wealth Planning Analyst and works closely with Robert Ossers to develop financial plans and provide creative solutions to help clients reach their goals.

Before joining Shufro Rose, Aimee worked in client services and operations at other registered investment advisory firms in New York City.

Aimee graduated Magna Cum Laude from Tulane University with a BSM in Finance and Management and is a CERTIFIED FINANCIAL PLANNER™ professional. Since 2012, Aimee has volunteered with Camp Dream Street Mississippi, a week-long sleepaway camp for children with physical disabilities.