Overview
As president of Kaufman Rossin Wealth, Jay Pelham leads the wealth management and insurance affiliates of CPA and advisory firm Kaufman Rossin, where he serves as client services principal. For more than 30 years, Jay has worked with high-net-worth individuals and families in the South Florida market to address their financial needs.
His dedication to fostering client relationships, extensive experience in the financial services industry, and continued philanthropic efforts in our community make him ideally suited for the advisor role. During the course of his career, he has led wealth management and private banking teams for both Fortune 500 companies as well as privately owned boutique providers. Through his years at SunTrust, BankUnited, and Gibraltar Private, Jay led private banking services, where relationships are paramount. As president of TotalBank, he led the bank through organizational change, financial improvement and its ultimate sale.
Jay is a current member and past president of the Financial Planning Association of Miami Dade, and a board member of the Greater Miami Chamber of Commerce. Previously, he served as chairman of the board of HistoryMiami Museum and as a board member for Zoo Miami Foundation. He also previously served as a board member for the Miami Dade College Foundation and United Way of Miami Dade. He graduated Magna Cum Laude from the University of Tennessee with a Bachelor of Arts in Economics and has been a CERTIFIED FINANCIAL PLANNER® practitioner for more than 15 years.
Note: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Education
Bachelor of Arts, Economics, University of Tennessee
Presentations Given
- Speaker or panelist at banking-industry events and Miami Herald CEO roundtable,
Articles Written
- , Authored or featured in several publications, including The Miami Herald, The Real Deal, South Florida Business Journal and others:,
- Year-End Planning is Key for Banks, Kaufman Rossin, November 2018
- Because Millennials Think Differently, Banks Shift to React, Miami Today, September 2017
- Local Banks Shift Focus from Formal Management Training, Miami Today, June 2017
- Financing Tips for Smaller Firms, Law Practice Business, August 2011
- With Working Capital, How Much Is Enough?, Physician’s Money Digest, January 2011
