Certifications: IACCP®
Rebecca Judd, IACCP® is the Chief Compliance Officer at Evensky & Katz / Foldes Wealth Management, where she oversees the firm’s regulatory compliance program and supports a culture of integrity, accountability, and fiduciary excellence. With a deep understanding of investment advisory regulation—and a refreshing, practical approach—Rebecca oversees the firm’s compliance program with a focus on clarity, collaboration, and doing the right thing, even when it’s not the easy thing. She is known for making complex rules approachable and for building strong relationships, reinforcing a culture where integrity and accountability are simply how business is done.
Before joining Evensky & Katz / Foldes, Rebecca served as Director of Compliance at Pathstone, leading the core compliance team and managing firmwide regulatory responsibilities. She previously held the role of Chief Compliance Officer and Office Manager at WaterOak Advisors, experience that sharpened her ability to balance regulatory oversight with day-to-day operational realities. Rebecca earned a Bachelor of Science in Business with a specialization in Business & Information Management – Data Analytics from Seminole State College of Florida, graduating summa cum laude, and also holds an Associate of Arts degree. She is an Investment Adviser Certified Compliance Professional® (IACCP®), reflecting both her technical expertise and commitment to the highest professional standards.
Rebecca believes that strong compliance isn’t about saying “no,” but about helping teams find the right path forward—one that protects clients, advisors, and the firm for the long term. She is passionate about building thoughtful, scalable compliance practices that support growth without compromising trust. Known for her direct communication style, collaborative mindset, and calm presence under pressure, Rebecca embodies the firm’s core values of People, Community, Stewardship, Fiduciary responsibility, Trust, and Accountability. Above all, she is committed to helping Evensky & Katz / Foldes serve clients with confidence, transparency, and care—while keeping compliance human.
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