David Jay Kaufman
Directeur Général chez Flagship Harbor Advisors LLC
Profil
Mr. David J.
Kaufman is a Chief Executive Officer & Founder at Flagship Harbor Advisors LLC.
He is also the Founder of Flagship Harbor Advisors.
He focuses on helping clients in or nearing retirement develop effective asset accumulation and income strategies designed to protect a lifetime of assets while minimizing the impact of taxes.
Mr. Kaufman spent many years with a leading financial service firm where he developed his reputation as a strong leader, coach and advisor before establishing Flagship Harbor Advisors in 2010.
He has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 1986.
Mr. Kaufman earned a Bachelor of Arts degree from Bentley College in 1985 before pursuing his career in the financial services industry.
Postes actifs de David Jay Kaufman
| Sociétés | Poste | Début |
|---|---|---|
Flagship Harbor Advisors LLC
 Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur Général | 01/12/2010 |
Formation de David Jay Kaufman
| Bentley University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC Investment ManagersFinance Flagship Harbor Advisors LLC (FHA) is a registered independent investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Kaufman in 2010. FHA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
