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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November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read NowProviding for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowDecember 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now