What Is a Private Banker? Should You Have One?
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.