Beth Kaufman is responsible for assisting with the servicing needs of clients at the North Shore office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She brings a thoughtful and detailed approach, working closely with wealth advisors to provide practical solutions and facilitate meaningful conversations. Beth is passionate about establishing strong relationships with clients to help them with their financial goals.
Her prior work experience includes serving as a Branch Supervisor at Wells Fargo Advisors, where she reviewed compliance items for a team of 10 financial professionals. Beth also worked at Charles Schwab as a Client Relationship Specialist, providing a high level of service.
She graduated in 2009 from Carthage College, where Beth earned Summa Cum Laude honors and played for the women’s tennis team.
In her free time, she enjoys hiking and biking outdoors and cheering on Chicago sports teams.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.