Klingman and Associates, LLC
Dan DelMoro, CFA, is the Director of Investments at Klingman and Associates, LLC, an Independent Registered Investment Advisor, since March 2015. In this role, Dan provides comprehensive wealth management services to affluent individuals, corporate executives, and professional athletes. Prior to this position, Dan worked at Deutsche Bank from August 2010 to March 2015 as an Institutional Equity Research Associate and as a Risk Analyst, gaining valuable experience in the financial sector. Dan holds a Bachelor’s Degree in Accounting and Finance from Lehigh University, earned between 2006 and 2010.
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Klingman and Associates, LLC
Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals and their families. We work with an extensive network of legal, insurance and tax professionals to provide one cohesive wealth management solution for our clients. We believe our role as your financial advisor is to provide you with comprehensive financial guidance in all aspects of your financial life ... not just your investment portfolio. Our entire team is dedicated to this objective and to doing so with the impeccable level of personalized service that you deserve. To learn more about Klingman & Associates, visit https://www.klingmanria.com/