Klingman & Associates Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1986
  • Employees
  • 14

Klingman & Associates General Information


Klingman and Associates is a wealth management company based in New York. Founded in 1986, the firm provides financial planning services and independent investment advice to high net worth individuals and their families. The firm also serves to non-profit and endowment firms.

Contact Information

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 1133 Avenue of the Americas
  • Suite 3110
  • New York, NY 10036
  • United States
+1 (212) 000-0000
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Klingman & Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Klingman & Associates Team (7)

Name Title Deals Office Contact
Gerard Klingman Founder & President New York, NY
Michael Paley Chief Operating Officer New York, NY
Cesar Cruz Director, Operations New York, NY
Craig Laub Wealth Advisor New York, NY
Sami Sharif Wealth Advisor New York, NY
You’re viewing 5 of 7 team members. Get the full list »