Gerry Klingman

Chief Executive Officer at

Klingman & Associates LLC

Consumer Services

Finance

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 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.

Gerry Klingman active positions

Companies	Position	Start
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.	Chief Executive Officer	01/01/2001

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Private companies	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

Private companies