KAUFMAN ROSSIN WEALTH, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 301921). Regulatory assets under management: $506.7M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Thomas John Pelham | PRESIDENT | — |
| Marc David Feigelson | CHIEF EXECUTIVE OFFICER/ELECTED MANAGER; CHIEF OPERATING OFFICER / ELECTED MANAGER; VICE PRESIDENT | — |
| Blain Lamar Heckaman | VICE PRESIDENT | — |
| Ivan Garces | SECRETARY | — |
| Maria Elena Socarras | CHIEF COMPLIANCE OFFICER | — |
| SACHS CHARLES BENNETT | CHIEF COMPLIANCE OFFICER / CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| PELHAM THOMAS JOHN | PRESIDENT | — |
| MICHELSON GERALD ARNOLD | CHIEF OPERATING OFFICER / ELECTED MANAGER; SECRETARY | — |
| HECKAMAN BLAIN LAMAR | VICE PRESIDENT | — |
| FEIGELSON MARC DAVID | CHIEF OPERATING OFFICER / ELECTED MANAGER; SECRETARY | — |
| GARCES IVAN | SECRETARY | — |
| SOCARRAS MARIA ELENA | CHIEF COMPLIANCE OFFICER | — |