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.

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

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, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; 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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