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Jeffrey Kaufmann
Managing Director, Senior Wealth Manager
Boca Raton, FL
Jeffrey Kaufmann
Managing Director, Senior Wealth Manager
Boca Raton, FL
Spent 30 years building lifelong, generational relationships and becoming his clients’ most trusted advisor.
Jeffrey works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies. He brings decades of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis.
Began his career on the institutional fixed income sales and trading desk with Donaldson, Lufkin & Jenrette before becoming a Senior Wealth Advisor for Banyan Partners. He was then a Managing Director for Boston Private Wealth.
Originally from New York, Jeffrey resides in Jupiter, FL, with his wife of 25+ years and their three children. He enjoys spending time with his family, traveling, skiing, scuba diving and growing orchids.
B.A., Political Science, Williams College
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