Jeffrey P. Kaufmann
Vice President, Wealth Advisor
Jeffrey Kaufmann is a Wealth Advisor with Lido Advisors in the Boca Raton, Florida office. As a founding member of a multi-family office team at his previous firm, Mr. Kaufmann brings over 30 years of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis. Kaufmann works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies.
Prior to joining Lido Advisors, Kaufmann was a Managing Director at Boston Private Wealth, a $13+ billion registered investment advisory firm in their Palm Beach office. Before joining Boston Private, he was a Senior Wealth Advisor at Banyan Partners, which was acquired by Boston Private in 2014. Kaufmann started his career in New York City in various positions on the institutional fixed income sales and trading desk with Donaldson, Lufkin & Jenrette (acquired by Credit Suisse).
Kaufmann received a B.A. in political science from Williams College in Massachusetts. He is a certificate holder from the Securities Industry Institute sponsored by the Wharton School of Business in Philadelphia. He holds Series 66.
Originally from New York, Kaufmann resides in Jupiter, Florida, with his wife of 25+ years and his three children. He enjoys spending time with his family, traveling, skiing, scuba diving and growing Orchids.