67 Monroe Avenue, Pittsford, NY 14534 / 9am - 4pm M-F

Andrea Kaufman

Senior Client Service Associate

With over 15 years of experience, Andi Kaufman is responsible for providing high-level operational support to LVW clients and team members. Andi’s magnetic personality and innate communication skills make her a natural at providing exceptional client service to both LVW’s institutional clients and families.

Andi earned her bachelor’s degree from Castleton University in Vermont and later received her master’s degree from Springfield College in Massachusetts. She began her financial services career at Merrill Lynch as a Client Associate, later moving on to Morgan Stanley, where she further enhanced her industry experience and invaluable client service skills prior to joining LVW.

Andi, her wife, and their two children strive to experience all the wonderful aspects a small town can offer, residing in the Finger Lakes region.

An avid sports enthusiast, Andi loves the NY Yankees and the NY Giants (even though most of her family are die-hard Bills fans). She has always loved to travel and hopes to expand on the 13 countries she’s visited. She is also a live music lover and usually enjoys several concerts each year.

Ready to get serious about your investments?

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