As Klingman & Associate’s Chief Operating Officer, I work with Klingman’s founder to establish firm strategy, am responsible for managing the firm’s operating activities, and help lead our organic and inorganic growth initiatives. Over the past 25+ years, Klingman & Associates has provided affluent individuals, corporate executives, professional athletes, and their families with comprehensive financial planning and investment management services. Given our business model, our operating activities are centered on delivering our clients a superlative client experience. My role is to ensure that we have the right team, trained and developed in the right way, using the right technology and other tools, and the right business processes to deliver that service to our clients.Outside of the office, I spend most of my free time with my wife, Nancy, and our two young daughters. My other interests include downhill skiing, golf, and a passion for rugby and New York sports teams (Yankees, Giants, Rangers and Knicks).
Listed skills include Private Equity, Strategy, Financial Modeling, Mergers, and 10 others.