Gerry Klingman
Chief Executive Officer at Klingman & Associates LLC
Profile
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.
Gerry Klingman active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2000-12-31 |
Training of Gerry Klingman
| Princeton University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
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