John G. Ullman & Associates, Inc.
Steve Kauffman has a diverse work experience spanning over two decades. Steve began their career at the City of Elmira in 1998, working as a Systems Administrator until 2006. Afterward, they joined John G. Ullman & Associates, Inc. In this company, Steve held various roles, including Sr. Analyst/Programmer from 2006 to 2009, Director of Information Technology from 2010 to 2018, and Director of Operations from 2018 to the present. Most recently, they have taken on the position of Vice President of Operations, effective from March 2020.
Steve Kauffman attended Elmira College from 1995 to 1999, where they obtained a Bachelor's degree in Mathematics.
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John G. Ullman & Associates, Inc.
Who We Are: JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning. What We Do: JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind. How We Do It: JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way. Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.