Profile of a Wealth Management Client

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Profile of a Wealth Management Client

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As each of our family relationships are unique, it is difficult to say what a "typical" client served by The Wealth Management Group looks like. However, some similarities do exist. Most of our clients have several, if not all, of the entities below contributing to the complexity of their financial situations.

profile of a wealth management client

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Jeff Kauffman
CEO, Global Family & Private Investment Offices
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Jeff Kauffman
CEO, Global Family & Private Investment Offices
Jeff Kauffman is Chief Executive Officer of our Global Family & Private Investment Office group. Jeff took on this role effective April 1, 2012. This group was formed by recombining our Wealth Management Groups in Chicago and EMEA as well as including the International Wealth Advisory business in Miami.

Prior to this role, Jeff was President and Chief Executive Officer of Northern Trust’s Personal Financial Services business in the Northeastern United States, serving in that position since April, 2006, and he also lead our international Wealth Management business in the EMEA Region since August, 2010. Previously, he served as President of our Greater New York area business for 3 years. He joined Northern Trust in 2003 from Goldman, Sachs and Co., where he worked from 1992 to 2003 and held several managerial roles, including Managing Director, Co-Head of the financial institutions group within the Fixed Income, Currencies and Commodities division. Mr. Kauffman originally joined Northern Trust in 1984 and held several roles in the commercial banking and corporate finance areas.

Mr. Kauffman holds a Bachelor’s degree in economics from DePauw University and a Master’s degree in finance and marketing from Northwestern University’s Kellogg Graduate School of Management. He holds NASD Series 7 and 63 licenses.

Mr. Kauffman serves on the Board of Governors of the Museum of Arts & Design in New York City, the Board of Trustees of the American Ballet Theatre in New York City, and the National Foundation for Advancement in the Arts. Mr. Kauffman is a former member of the Board of Directors of The American Red Cross in Darien, Connecticut.
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