Randy Kaufman Email & Phone Number
Wealth Advisor @ Wealthspire Advisors
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Randy Kaufman Location
- Hillsdale, NY, US
Randy Kaufman Work
- Wealth Advisor @ (April 2020 - Present)
- Managing Partner @ (July 2020 - June 2024)
- Partner @ (January 2020 - July 2020)
- Senior Vice President @ EMM (January 2015 - December 2019)
- Senior Advisor @ Wealth & Giving Forum (May 2011 - January 2019)
- Managing Director | Wealth Advisor at Evercore Wealth Management @ (April 2011 - December 2014)
- Principal, Director of multi-family office services @ (May 2009 - April 2011)
- Managing Member @ LongVue Advisors, LLC (July 2002 - January 2009)
- Managing Director, Head of Wealth Strategies Group @ Fleet Bank (March 1996 - May 2002)
- Vice President @ (January 1988 - January 1996)
- Associate, Tax Department @ (January 1985 - January 1988)
Randy Kaufman Education
- University of Chicago Law School
JD (law)
1981-1984 - Middlebury College 1977-1981
Randy Kaufman Skills
- Wealth Management
- Alternative Investments
- Hedge Funds
- Financial Services
- Asset Management
- Portfolio Management
- Investment Management
- Asset Allocation
- Derivatives
- Strategic Financial Planning
- Succession Planning
- Private Banking
- Investments
- Mergers
- Equities
- Business Development
- Tax
- Microsoft Office
- Financial Analysis
- Mergers and Acquisitions
- Strategic Financial
Randy Kaufman Summary
- Randy Kaufman, based in Hillsdale, NY, US, is currently a Wealth Advisor at Wealthspire Advisors. Randy Kaufman brings experience from previous roles at Aker Advisors, LLC, Cerity Partners, EMM and Wealth & Giving Forum. Randy Kaufman holds a 1981 - 1984 JD in law @ University of Chicago Law School. With a robust skill set that includes Wealth Management, Alternative Investments, Hedge Funds, Financial Services, Asset Management and more. Randy Kaufman has 2 emails and 1 mobile phone numbers on RocketReach.
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