- Work email
- •••@lidoadvisors.com
- Direct
- (612) ***-****
Who is Jeffrey Kaufmann?
Jeffrey Kaufmann is Wealth Manager at Lido Advisors, based in Boca Raton, FL. Skills include Asset allocation, Asset managment, Investment advisory, Investment management, Mutual funds.
About Jeffrey
- Location
- Boca Raton, FL
- Country
- United States
- Seniority
- Manager
- Skills
- Asset allocation, Asset managment, Investment advisory, Investment management, Mutual funds
Work experience
- Director - Senior Wealth ManagerLido Advisors
Reach Jeffrey Kaufmann directly
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Jeffrey Kaufmann's workplace
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families.
- Headquarters
- Los Angeles, CA
- Company size
- 501-1,000 employees
- Founded
- 1999
- Industry
- Financial Services
- Website
- lidoadvisors.com
Claude
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GrokTop Lido Advisors employees
- Jessica FinoSenior Vice President, Senior Wealth ManagerBoca Raton, FLView
- Matthew GloverVice President, Wealth AdvisorNashville, TNView
- Shawn MoranManaging DirectorAtlanta, GAView
- David FordHuman Resources DirectorAtlanta, GAView
- Raul AcevedoDirector- Operations ManagerFlorham Park, NJView
- Brian AppelDirector, Northeast Market LeadMount Kisco, NYView
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Frequently asked questions about Jeffrey Kaufmann
What is Jeffrey Kaufmann's email address?
Jeffrey Kaufmann's work email at Lido Advisors is •••@lidoadvisors.com. Argorant shows the full address after you sign up.
Where does Jeffrey Kaufmann work?
Jeffrey Kaufmann works at Lido Advisors (industry: Financial Services).
What is Jeffrey Kaufmann's job title?
Jeffrey Kaufmann is Wealth Manager at Lido Advisors.
Where is Jeffrey Kaufmann based?
Jeffrey Kaufmann is based in Boca Raton, FL.
What is Jeffrey Kaufmann's phone number?
Argorant holds a direct phone number for Jeffrey Kaufmann: (612) ***-****. Argorant shows the full number after you sign up.
Who are Jeffrey Kaufmann's colleagues?
Colleagues of Jeffrey Kaufmann at Lido Advisors include Jessica Fino, Matthew Glover and Shawn Moran.
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