As president of both Kaufman Rossin Wealth and Kaufman Rossin Insurance Services, 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.
Jay is a current member and past president of the Financial Planning Association of Miami Dade, and a board member for the Miami Dade College Foundation, the United Way of Miami Dade and 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 has been a CERTIFIED FINANCIAL PLANNER™ practitioner for more than 15 years.
Note: Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Bachelor of Arts, Economics, University of Tennessee
- , Speaker or panelist at banking-industry events and Miami Herald CEO roundtable,