Committed to ensuring the best transition outcome
Architects of Over $40B in AUM Transitioned. Leverage Our Experience for Your Benefit.
About Us
Experience and approach
Experience and approach
Experience and approach
For 15 years, on both the buy and sell side, we've been trusted partners to many of the top wealth management teams in the country, helping them understand the ever-changing market landscape. We are true partners and consultants.
What we do
Experience and approach
Experience and approach
Whether you're considering changing firms, starting your own RIA or want to acquire or divest a business, we can help. Our team has advised on more than 100 deals, representing $250MM in revenue and +$40B in AUM transitioned.
Don't go it alone
Experience and approach
Don't go it alone
Your business and the interests of your clients are too important to put at risk through a haphazard transition. Leverage our experience, relationships and insight to make your transition more efficient, avoiding pitfalls and yielding greater upside.
Who we are
Jeff Kauffman
Jeff Kauffman
Jeff Kauffman
As founding partner and president, Jeff has spent over 15 years advising the top 1% of financial advisors on transition management. Prior to Waypost Partners, Jeff was President of a boutique executive search firm and before that he was Director of Talent Acquisition at Barclays Wealth USA, which acquired the Lehman Brothers Private Investment Management Business in 2009. Jeff received his B.A. from St. Lawrence University, his wife Meg has a successful real estate practice in Stowe and they have two children, one currently at Middlebury College and one starting at Southern Methodist University. Jeff sits on the board of the Stowe Trails Partnership and is an avid skier, mountain biker and trail runner.
Brian Mullin
Jeff Kauffman
Jeff Kauffman
Brian spent 19 years as an Institutional Equity Sales Trader in the Jefferies & Company Boston office. While at Jefferies, he covered many of the region’s top financial institutions including Putnam Investments, State Street Bank, and MFS Investment Management, as well as various hedge funds. Brian has completed multiple transactions in the Wealth Management space and brings keen knowledge of the industry. Brian graduated from the University of Vermont, he is married to Jill their four grown children who now live in Bozeman, Montana and Salt Lake City, Utah. Brian was a long-time board member of the Stowe Land Trust and spends much of his free time skiing, hiking and trail running.
Contact Us
Contact Us
Contact us - We're here to help
We understand that your situation, business and clients are unique. We work with you to help you make forward looking decisions about the best model and design for the future.
3391 Mountain Road, Suite 5, Stowe VT 05672
Main Office: 802.585.7796 Jeff Direct: 802.238.1417 jeffk@waypostvt.com Brian Direct: 802.578.8591 bmullin@waypostvt.com
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