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Carl Kaufman has extensive work experience in the financial industry, starting with their role as a Director at Merrill Lynch from October 1978 to May 1999. Following this, they worked at Robertson Stephens as a VP from May 1999 to April 2002. Carl then joined Osterweis Capital Management as a VP in April 2002, where they continue to work.

Carl Kaufman's education history includes attending several educational institutions. Carl first enrolled at Longy School of Music in 1972, where they pursued studies in Music for a year. Afterwards, they attended Harvard University from 1973 to 1977, earning a Bachelor of Arts degree in Music. Subsequently, from 1978 to 1980, they studied Business Administration at NYU Stern School of Business. It is worth noting that no degree information is provided for their time at NYU, suggesting they may not have obtained a degree in Business Administration from there.