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Inactive

Hannah Marie Kaufman

Betterment

New York, NY

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Current Employers
Betterment

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-29
NY RA APPROVED 2023-09-29
TX RA APPROVED 2023-09-29
  • CA RA
    APPROVED
    Since 2023-09-29
  • NY RA
    APPROVED
    Since 2023-09-29
  • TX RA
    APPROVED
    Since 2023-09-29

Branch Locations

450 West 33Rd Street Floor 11, New York, NY 10001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rs Crum Inc. Newport Beach CA 02/2019 08/2023
Hampton Inn Madison West Madison WI 01/2015 09/2018
Walkner Condon Madison WI 06/2018 09/2018
University Of California At Irvine Irvine CA 09/2018 01/2019
Betterment New York NY 08/2023 Present
  • 02/2019 → 08/2023
    Rs Crum Inc.
    Newport Beach, CA
  • 01/2015 → 09/2018
    Hampton Inn Madison West
    Madison, WI
  • 06/2018 → 09/2018
    Walkner Condon
    Madison, WI
  • 09/2018 → 01/2019
    University Of California At Irvine
    Irvine, CA
  • 08/2023 → Present
    Betterment
    New York, NY
Previous Registrations
Designations
Other Names
  • Hannah Kaufman
  • Hanna M Kaufman

View on SEC IAPD

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ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

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JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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