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David Jay Kaufman
Amministratore Delegato presso Flagship Harbor Advisors LLC
Profilo
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.
Posizioni attive di David Jay Kaufman
Società | Posizione | Inizio |
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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. | Amministratore Delegato | 01/12/2010 |
Formazione di David Jay Kaufman
Bentley University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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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 |
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