The Money (and Style) Message Pit: Do Childhood Money and Style Messages Rob Us of Agency?
By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research…
Joining the team in 2023 through the acquisition of Heron Wealth, Randy serves as an advisor in our NYC office. Her expertise includes estate and income tax planning, pre-deal planning, multi-generational issues, impact investing, and philanthropy.
Previously, she was a senior vice president at EMM Wealth and a partner at Cerity Partners. She also worked at Evercore Wealth Management as a wealth advisor and at Federal Street Advisors, where she managed the firm’s Family Office Services. Before that, she spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank and its predecessor, BankBoston, where she was the founder and managing director of the Wealth Strategies Group in Fleet Bank’s Private Client Group. She became an advisor in 1998 after holding various investment banking and tax structuring positions at J.P. Morgan and practicing corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison.
Randy has been a featured speaker over the years on numerous topics, including behavioral finance and philanthropy, the integration of business and personal issues, and estate planning strategies. She is the past President of the New York City Estate Planning Council and a senior adviser to the Wealth and Giving Forum.
Heavily involved in her community, she has served on the Indego Africa Advisory Board, the Naomi-Berrie Diabetes Center Advisory Board, and on the board of governors for Opportunity International. She currently serves on the Advisory Board for Acumen and is a trainer for the Redwoods Initiative, which provides next-gen financial literacy educational programs. She is also a former member of the Jewish National Fund’s Sapphire Society.
Randy is a 21/64 Certified Advisor, having received specialized training in how to engage the next generation of philanthropists. She received her bachelor’s degree from Middlebury College and her Juris Doctor degree from the University of Chicago.
Previous Experience
- Managing Partner at Aker Advisors, LLC
- Wealth Advisor at Heron Wealth
- Senior Advisor at Wealth & Giving Forum
- Partner at Cerity Partners
- Senior Vice President at EMM Wealth
- Managing Director, Wealth Advisor at Evercore Wealth Management
- Principal, Director of Multi-Family Office Services at Federal Street Advisors
- Managing Member at LongVue Advisors, LLC
- Managing Director, Head of Wealth Strategies Group at Fleet Bank
- Vice President at J.P. Morgan
- Associate, Tax Department at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Education & Credentials
- JD, University of Chicago Law School
- BA, Middlebury College
- 21/64 Certified Advisor
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
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