Perfil
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 40 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.
Cargos activos de Gerry Klingman
| Empresas | Cargo | Inicio |
|---|---|---|
Klingman & Associates LLC
Klingman & Associates LLC Investment ManagersFinance K&A uses fundamental and cyclical methods of analysis in their portfolios. The firm’s investment methodology is determined by their Investment Committee. They perform both qualitative and quantitative research and analyses on a range of investment products, including but not limited to mutual funds, exchange traded funds, separate accounts, and alternative investments. | Director Ejecutivo | 01/01/2001 |
Formación de Gerry Klingman.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Klingman & Associates LLC
Klingman & Associates LLC Investment ManagersFinance K&A uses fundamental and cyclical methods of analysis in their portfolios. The firm’s investment methodology is determined by their Investment Committee. They perform both qualitative and quantitative research and analyses on a range of investment products, including but not limited to mutual funds, exchange traded funds, separate accounts, and alternative investments. | Finance |
- Bolsa de valores
- Insiders
- Gerry Klingman
















