Jeff Kaufmann is a Senior Business Development Officer in our Palm Beach Gardens office. His primary responsibility is introducing prospective clients to Boston Private’s suite of services, proposing initial portfolio allocations based on client need and risk profile, and transitioning new clients to their dedicated service team.
Jeff has two decades of experience in the financial services industry, with special emphasis in fixed income analysis and planning. Previously, Jeff was a Financial Advisor with Weiss Capital Management, a Florida-based registered investment adviser acquired by Banyan Partners in 2011, where he assisted clients with appropriate asset allocation and investment planning. Boston Private Wealth acquired Banyan Partners in 2014. Prior to that, he held various positions with Donaldson, Lufkin & Jenrette in New York (acquired by Credit Suisse) and UBS Financial Services in Palm Beach, Florida, where he developed analytical, investment and personal skills perfectly blended to assist clients in reviewing and rebalancing their portfolios on an ongoing basis.
Jeff holds a bachelor’s degree in political science from Williams College in Williamstown, Massachusetts and holds the Series 66 license.