Headshot of Jennifer Wheatley-Kaufmann

Jennifer Wheatley-Kaufmann

Vice President, Client Relationship Specialist | Wealth Management

Jennifer Kaufmann is a Vice President and Client Relationship Specialist in Mesirow Wealth Management. She is responsible for day-to-day client service and communications, including client portfolio analysis, trade requests, account processing, and documentation.

Jennifer has 27 years of experience in the financial services industry. Prior to joining Mesirow in 2007, she worked as a Portfolio Administrator for several investment firms. Jennifer has built strong relationships with her clients and is well respected by her peers.

She holds the FINRA Series 7 and 63 licenses.

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