What Is a Private Banker? Should You Have One?

Jay Pelham, CFP® | Featured in NerdWallet | October 1, 2021

Jay Pelham, president of Kaufman Rossin Wealth, was interviewed by NerdWallet to share his insights on private banking.

Article Excerpt: “The typical private banking client is someone who requires a range of services that go beyond just checking and savings accounts and span into investment portfolios, trusts, business accounts and complex loans, says Pelham.”

Read the full article at nerdwallet.com.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, and Kaufman Rossin Registries, LLC, a registered agent; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full service fund administration provider.

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What Is a Private Banker? Should You Have One?

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