Randy Kaufman Email and Phone Number
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Randy Kaufman, formerly a corporate tax attorney and investment banker, is now a wealth advisor who prides herself on focusing on what matters most: clients’ peace of mind, family dynamics, and getting enough, not more. Randy is a passionate student of impact investing, strategic philanthropy, and behavioral psychology (while not a psychologist, she occasionally plays one on TV). She is dedicated to helping the underprivileged, and is a proud member of Acumen's advisory board. A thinker, learner, and pursuer of overarching truths, she is always eager to discuss big ideas about money, and its off-and-on associate, happiness.
Wealthspire Advisors
View- Website:
- wealthspire.com
- Employees:
- 112
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Wealth AdvisorWealthspire Advisors Apr 2020 - PresentNew York, New York, United States
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Managing PartnerAker Advisors, Llc Jul 2020 - Jun 2024Hilldale | Ny -
PartnerCerity Partners Jan 2020 - Jul 2020Greater New York City AreaEMM Wealth merged with Cerity Partners as of Dec 31st, 2019. -
Senior Vice PresidentEmm Jan 2015 - Dec 2019New York, NySince 1968, EMM has helped individuals and families to preserve their wealth, plan for the future, and provide for their families for generations to come. In doing so, we seek to simplify our clients’ complex financial affairs, and empower them with the peace of mind that comes from knowing our team of world-class professionals is intently focused on one goal: to protect and enhance every aspect of their financial well-being.
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Senior AdvisorWealth & Giving Forum May 2011 - Jan 2019
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Managing Director | Wealth Advisor At Evercore Wealth ManagementEvercore Wealth Management, Llc Apr 2011 - Dec 2014Greater New York City AreaEvercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, San Francisco and Los Angeles. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank. More information about Evercore Wealth Management can be found at www.evercorewealthmanagement.com. -
Principal, Director Of Multi-Family Office ServicesFederal Street Advisors May 2009 - Apr 2011Founded and led the firm’s family office practice; also served as the principal for a number of clients. Transformed firm’s ad hoc marketing and development approach to a systematic, high touch, campaign that delivered direct and measurable results from broad and deep prospecting. Developed and implemented a program of regular seminars for approximately 100 advisors, and a campaign of thoughtful, provocative electronic communications, directed to approximately 1,500 prospects and clients, that achieved consistently high hit levels and was reinforced by personal contact, books, and other marketing materials. -
Managing MemberLongvue Advisors, Llc Jul 2002 - 2009Co-founded and grew the firm to $1 billion of assets under advice, 21 employees and approximately 65 fami-lies. Instrumental leader in sales and marketing efforts; cultivated the firm’s stellar reputation to attract assets primarily in the Boston and New York areas. Led process and infrastructure development within firm, and attracted and mentored talent to build the business.
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Managing Director, Head Of Wealth Strategies GroupFleet Bank Mar 1996 - May 2002Founded Wealth Strategies Group in the Private Bank in 1998, to provide advise to Fleet’s high net-worth prospects (>$5 million) in an integrated fashion. Developed relationships with private company owners and senior executives of public firms. Services and products included investment management, equity derivatives, philanthropic planning, family foundations, charitable remainder trusts, 10b5-1 plans and IRAs. Responsible for over $260 million of new assets in last calendar year with group.Founded structured derivatives group in 1996, consisting of credit, insurance, equity, and emerging markets derivatives. Group closed over $1 billion of structured products in 1997. -
Vice PresidentJ.P. Morgan 1988 - 1996Developed, structured, and marketed structured derivatives for equity, interest-rate, insurance, credit, mu-nicipal, and Latin American derivatives desks. Originated, structured, and marketed debt and equity securities of Latin American companies. General finance and mergers and acquisitions work, including running sell side assignments and advising Czech government on financing proposals. Worked with clients and bankers on tax aspects of acquisitions, divestitures, and financing structures, and developed and marketed tax-driven products. -
Associate, Tax DepartmentPaul, Weiss, Rifkind, Wharton & Garrison Llp 1985 - 1988Primary emphasis on domestic and international transactions, including: acquisition of U.S. corporation that involved restructuring foreign subsidiaries to repatriate funds free of taxes; U.S.- Japanese financing agree-ments; creation of foreign partnerships of U.S. investment vehicles; a tax-free acquisition of music publishing business; and a corporate acquisition to preserve over $1 billion of net operating losses.
Randy Kaufman Skills
Randy Kaufman Education Details
Frequently Asked Questions about Randy Kaufman
What company does Randy Kaufman work for?
Randy Kaufman works for Wealthspire Advisors
What is Randy Kaufman's role at the current company?
Randy Kaufman's current role is Managing Partner at Aker Advisors, LLC, Wealth Advisor at Wealthspire Advisors.
What is Randy Kaufman's email address?
Randy Kaufman's email address is rk****@****mny.com
What is Randy Kaufman's direct phone number?
Randy Kaufman's direct phone number is +161746*****
What schools did Randy Kaufman attend?
Randy Kaufman attended University Of Chicago Law School, Middlebury College.
What are some of Randy Kaufman's interests?
Randy Kaufman has interest in Impact Philanthropy, Impact Investing, Behavioral Finance, Working With The Next Generation.
What skills is Randy Kaufman known for?
Randy Kaufman has skills like Wealth Management, Alternative Investments, Hedge Funds, Financial Services, Asset Management, Portfolio Management, Investment Management, Asset Allocation, Derivatives, Strategic Financial Planning, Succession Planning, Private Banking.
Who are Randy Kaufman's colleagues?
Randy Kaufman's colleagues are Rachel A. Haberman, Cfp®, Tim C., Stephanie Forrester, Cfp®, Aif®, Chsnc®, Ed V., Thomas Sand, Trent Hofmeister, Cfp®, Razi Hecht, Cfp®.
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