Randy Kaufman is a qualified expert, working in Aker Advisors as a Managing Partner from 2020. Randy Kaufman has earned professional experience in more than nine positions at various companies. Randy Kaufman went to the University of Chicago Law School and was studying from 1981 to 1984. Dallas, Texas is the city, where the professional was known to be situated. This professional's email address and number can be easily accessed through SoftwareOfficial by request.
Name variants:
Randall Kaufman,
Randolph Kaufman,
Miranda Kaufman
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 11, 2022
Location
Dallas, TX
Company
Aker Advisors
Workplace
Managing Partner
Work History
Senior Vice President
Since 1968, Executive Monetary Management (EMM) has helped individuals and families to preserve their wealth, plan for the future, and provide for their families for generations to come. In ...
from Jan 2015
Managing Director | Wealth Advisor at Evercore Wealth Management
55 east 52Nd St, New York, NY 10055
Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody servi...
Apr 2011 — Dec 2014
Principal, Director of Multi-Family Office Services
Founded and led the firm s family office practice; also served as the principal for a number of clients. Transformed firm s ad hoc marketing and development approach to a systematic, high to...
May 2009 — Apr 2011
Managing Member
Co-founded and grew the firm to $1 billion of assets under advice, 21 employees and approximately 65 fami-lies. Instrumental leader in sales and marketing efforts; cultivated the firm s stel...
Jul 2002 — 2009
Managing Director, Head of Wealth Strategies Group
Founded Wealth Strategies Group in the Private Bank in 1998, to provide advise to Fleet s high net-worth prospects (>$5 million) in an integrated fashion. Developed relationships with privat...
Mar 1996 — May 2002
Vice President
270 Park Ave, New York, NY 10010
Developed, structured, and marketed structured derivatives for equity, interest-rate, insurance, credit, mu-nicipal, and Latin American derivatives desks. Originated, structured, and markete...
1988 — 1996
Associate, Tax Department
1285 Avenue Of The Americas, New York, NY 10019
Primary emphasis on domestic and international transactions, including: acquisition of U.S. corporation that involved restructuring foreign subsidiaries to repatriate funds free of taxes
U...
1985 — 1988
Education
1981 — 1984
1977 — 1981
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Senior Vice President
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Wealth Management
Alternative Investments
Hedge Funds
Financial Services
Asset Management
Portfolio Management
Investment Management
Asset Allocation
Derivatives
Strategic Financial Planning
Succession Planning
Private Banking
Investments
FAQs about Randy Kaufman
What is the main profession of Randy Kaufman?
Randy is a Managing Partner.
What are the main profession of Randy Kaufman?
These person's professions are Executive and Managing Partner
Where is Randy Kaufman currently located?
The professional is located in Dallas, Texas.
How many companies did Randy Kaufman work at?
Randy Kaufman worked at nine jobs.
What education does Randy Kaufman have?
Randy studied at the University of Chicago Law School from 1981 to 1984.
What is the industry that Randy Kaufman worked in?
Randy works in Financial Services industry.
What are special skills of Randy Kaufman?
This person has the following skills: Wealth Management, Alternative Investments, Hedge Funds, Financial Services, Asset Management, Portfolio Management, and Investment Management.