SENIOR LEADERSHIP
Deborah Kaufman, CPA
Managing Director, Chief Financial Officer
Deborah joined Triangle in 2006. As Chief Financial Officer, she is responsible for the Firm’s financial reporting, billing, and long-term budget planning. Deborah is dedicated to ensuring that internal controls and processes are in place to help safeguard Firm assets. Deborah’s auditing experience, meticulous attention to detail, and project management skills make her an integral part of our Firm’s leadership.
In Her Own Words:
“I have always loved business and the investment industry. I feel so fortunate that my career path led me to the wonderful people at Triangle Wealth Management.”
Past Experience:
International Accounting Manager, CNN
Financial Accountant, Turner Broadcasting System
Credentials/Certifications:
Certified Public Accountant, Licensed in NC
Miami University of Ohio, B.S., Accounting