Klingman and Associates, LLC logo

Klingman and Associates, LLC jobs and careers

New York, United States

About Klingman and Associates, LLC

Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/

Founded in 1986 by Gerard Klingman.

Founded
1986
Employees
11 to 50
Headquarters
New York

Leadership

The top of Klingman and Associates, LLC's org chart, with how many people report into each leader.

GKPhoto of Gerard Klingman

Gerard Klingman

Founder and President

19 reports

DD

Dan Delmoro

Director Of Investments

13 reports

MPPhoto of Michael Paley

Michael Paley

Chief Operating Officer

4 reports

Jobs at Klingman and Associates, LLC

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