Jay Pelham, CFP®

Principal

Client Services

Miami

Jay Pelham fills a unique role as a Kaufman Rossin client services principal.  His background in private banking and his dedication to client service integrate perfectly with the relationships clients develop with their accountants and financial consultants – the trusted advisor role.  

A well-known leader in the South Florida community, Jay has played top roles at a number of the region's best-known financial institutions and our highest profile non-profit boards.  Through his years at SunTrust, Gibraltar Private and BankUnited, he became known for his work developing and leading private banking operations, where relationships are paramount and fulfilling the needs of high net worth clients are both challenging and rewarding. Most recently, as President of TotalBank, he led the bank through the rapid evolution of its organizational structure, significant improvement of financial results, and was integral in transitioning the company through its sale.

Similarly rewarding have been his non-profit board leadership positions.  He is a board member and immediate past chair of HistoryMiami, a board member of United Way Miami-Dade, and a board member of the Greater Miami Chamber of Commerce.

Jay earned his Bachelor of Arts in Economics at the University of Tennessee, Knoxville.  He has been a Certified Financial Planner for more than 15 years.  

Education

  • Bachelor of Arts. Economics. University of Tennessee.

Services