Jeff Kaufmann

Investment Consultant

Jeff Kaufmann believes that the most important service he can provide is helping clients to implement sound investment strategies while focusing on long-term success. Jeff understands the importance of analyzing each client’s current financial situation as well as their personal goals and risk profiles. He believes that balanced professional management is the key to helping each client along their path to success.

Jeff has two decades of experience in the financial services industry, with special emphasis in fixed income analysis and planning. Prior to Banyan, Jeff was a financial advisor with a Florida-based registered investment adviser where he assisted clients with appropriate asset allocation and investment planning. Previously, 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 Kaufmann holds a bachelor’s degree in political science from Williams College in Williamstown, Massachusetts and holds the Series 66 license.