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.


Jay Pelham, CFP®, is a President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.