Jeff KaufmannManaging Director Senior Wealth Advisor Private Client Group Wealth Management & Trust Florida
Jeff Kaufmann is a Senior Wealth Advisor in our Palm Beach Gardens office. Jeff specializes in working with successful individuals and families to manage and protect their assets. He is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. Jeff works closely with his BPW colleagues and his clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
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.