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Gerry Klingman
Directeur Général chez Klingman & Associates LLC
Profil
Mr. Gerard A.
Klingman is Founder & President at Klingman & Associates LLC.
He provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families.
With over 30 years of experience, he is widely recognized as a leader in the field of financial planning and investment management.
He serves on numerous charitable boards, both locally and nationally.
He co-founded the firm in 2001.
Mr. Klingman received his Bachelor's degree in Economics from Princeton University.
He is a Certified Financial Planner.
Postes actifs de Gerry Klingman
Sociétés | Poste | Début |
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Klingman & Associates LLC
![]() Klingman & Associates LLC Investment ManagersFinance Klingman & Associates LLC (K&A) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm founded by Gerald Klingman in 2001. K&A provides wealth management services primarily to high net worth individuals and their families, trusts, estates, charitable organizations/endowments, and pension or profit-sharing plans. | Directeur Général | 01/01/2001 |
Formation de Gerry Klingman
Princeton University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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Klingman & Associates LLC
![]() Klingman & Associates LLC Investment ManagersFinance Klingman & Associates LLC (K&A) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm founded by Gerald Klingman in 2001. K&A provides wealth management services primarily to high net worth individuals and their families, trusts, estates, charitable organizations/endowments, and pension or profit-sharing plans. | Finance |