YALE KOFMAN, JD

Founding Partner
Chief Operations Officer

650-288-6288
ykofman@elyxgroup.com

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As founding partner and chief operating officer of Elyxium Wealth, Yale has overall responsibility for the infrastructure, systems and tools to enable your family office and wealth management team to deliver a superior client experience in areas including financial and estate planning, investment access, portfolio design, custom reporting and other essential services.

Yale brings a unique perspective to the firm because of his experience as both a deputy chief investment officer and a chief administrative officer at prior firms. He has 30 years of experience in C-suite strategy, managing portfolio professionals, institutional and ultra-affluent investment management, and client relationship management at firms such as Bank of Montreal (BMO), BNY Mellon, First Republic and Charles Schwab Investment Management.

Yale holds a BA in international relations from Lewis & Clark College and a JD from the University of San Francisco School of Law. He also serves on the Executive Board of the Japan Society of Northern California.  Outside of work, Yale roasts his own coffee, plays tennis, runs half-marathons and is a fan of Leeds United.

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