Jay Pelham
President | Kaufman Rossin Wealth, a registered investment advisor
- Role
- President at Kaufman Rossin
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jay Pelham
Experienced financial services leader, with a demonstrated record of enhancing performance, delivering revenue growth, and using an entrepreneurial approach to develop services and solutions that meet client needs.
Experience
President
Jun 2019 — Present · Miami, TX, US
Kaufman Rossin Wealth, an affiliate of Kaufman Rossin, is a Florida-based wealth management firm that employs a holistic and comprehensive approach to financial planning and investment management. We are driven by a desire to help you achieve your dreams and feel secure about your financial future.
Education
University of Tennessee, Knoxville
Bachelor of Arts, Economics
1985 — 1989
Skills
- Wealth Management
- Retail Banking
- Credit Analysis
- Banking
- Commercial Lending
- Small Business Lending
- Loans
- Private Banking
- Commercial Banking
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