Craig KaufmanCraig KaufmanExecutive DirectorWealth Advisor
Awards and Industry Recognition
Forbes
About Craig
Craig Kaufman is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
Craig partners with high- and ultra-high-net-worth clients to pursue their investment needs, with an emphasis on preserving capital. A co-founder of The Lynch Inserra Kaufman Team, he brings more than 20 years of experience and a host of well-honed technical skills that he applies to his focus areas which include portfolio management, quantitative analysis and asset allocation.
Known for being an out-of-the-box thinker, Craig drills down on ideas to find the best strategies for each client scenario. He is skilled at designing custom-built models that can be adjusted to fit individual needs, ensuring that no matter a client's stage of life, their wealth is being carefully handled.
Craig transitioned to J.P. Morgan Wealth Management in 2023 along with the team, following four years at First Republic Private Wealth Management as a Wealth Manager. He was previously a Senior Vice President at UBS Financial Services. Craig graduated from the University of Miami with a B.A. in Music.
Active in his local community, Craig has been on the board of Temple Emanuel of the Pascack Valley since 2016. He and his wife are the parents of three daughters.
Insights
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