Raegan Kaufman

Raegan joined our team in 2018 and has a background in business management. Her responsibilities include client service, event planning, and account administration. In addition, she partners with our private bank for capital call administration. Raegan graduated from Coastal Carolina University in 2016 with a B.S. in economics and a minor in pre-law. She lives in New York City and is currently studying for her Series 7 and 66 licenses.