Beth KaufmanSENIOR RELATIONSHIP MANAGER
We are delighted to welcome Beth to our United Capital North Shore office as a Senior Relationship Manager. Beth brings a thoughtful, detailed approach for assisting in the servicing needs for individuals and families. She works closely with Northbrook’s Managing Director and Wealth Advisers to provide practical solutions as well as facilitate meaningful conversations.
Prior work experience that contributes to Beth’s industry expertise include Branch Supervisory experience at Wells Fargo Advisors, where she reviewed compliance items for a team of ten financial professionals, as well as with Charles Schwab as a Client Relationship Specialist, providing clients with a high level of service. She is passionate about establishing relationships with clients to help them achieve their financial goals.
Beth graduated from Carthage College in 2009 with Summa Cum Laude honors and participated on the Women’s Tennis Team. In her free time, Beth enjoys hiking and biking outdoors and cheering on Chicago sport teams.