A Portfolio Manager at The Kaufman Wealth Group of Richardson GMP, Jesse is a graduate of York University, a Chartered Alternative Investment Analyst (CAIA®), Chartered Investment Manager (CIM®), Accredited Investment Fiduciary Professional (AIFP™), and a Fellow of the Canadian Securities Institute (FCSI®), He is the Past Chair and Founder of the Richardson GMP Alternative Investment Group and compiled the Richardson GMP AIG Due Diligence Checklist.
The Kaufman Wealth Group manages wealth for a select number of Canadian families, focused primarily on generating consistent and stable returns, primarily through the use of alternative investments. For the past two years, Jesse has been named the Top Advisor in Canada for alternative investment expertise at the Wealth Professional Awards, and became the first Advisor appointed to the AIMA Canada Board of Directors. He is a frequent speaker and writer on the subjects of portfolio construction and alternative investments.
With nearly two decades of experience in wealth management, his areas of expertise and focus are manager research and due diligence, portfolio construction, and client communication. Prior to joining GMP Private Client L.P. (now Richardson GMP Ltd.) in 2006, Jesse worked closely with some of Canada's top tax accountants and estate lawyers, and, before that, he worked at Merrill Lynch Canada and CIBC Asset Management as an Associate Business Consultant to Investment Advisors on portfolio construction and institutional manager selection.
Fluent in Hebrew, Jesse has a working knowledge of French and is a determined golfer, a perennially hopeful Maple Leafs fan and the director of a documentary film.