Head of Billing and Reporting
Beth Kaufman brings a decade of experience in the wealth management industry as an operations and compliance professional for some of the largest financial institutions in the country, including Charles Schwab. In her current role as head of billing and reporting, she works closely with our portfolio management partner to oversee portfolio accounting for accurate billing and performance reporting. Previously as a client services manager, Beth enjoyed working closely with clients and advisors on day-to-day account management and applying her meticulous attention to detail in solving client problems.
Beth graduated summa cum laude with a degree in education and a minor in mathematics from Carthage College in Wisconsin, where she also played for the women’s tennis team. Beth lives in Denver, Colorado, and enjoys an active lifestyle. She frequently hikes and has bagged three “fourteeners” in Colorado (mountain peaks that exceed 14,000 feet elevation). She is passionate about pickleball and competes nationally in tournaments. In her downtime, you may find her visiting family in the Chicago area.
email: [email protected]
Phone: 630.216.4024
