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Matty Wieczorek

Senior Associate at Klingman and Associates, LLC

Matty Wieczorek is a Senior Associate at Klingman and Associates, LLC, where comprehensive wealth management services are provided to affluent individuals and families. Since July 2018, Matty has contributed significantly to the firm's core focus on financial well-being beyond investment portfolios. Prior experience at Klingman and Associates includes an associate role and an internship, where Matty engaged in equity and fund research, created investment manager reports, and assisted in client meetings and business development projects. Earlier experience as a lifeguard at Middlesex Club involved maintaining club facilities. Matty holds a Bachelor of Arts in Government and Legal Studies with a minor in Economics and Chinese from Bowdoin College and has also studied at The University of Edinburgh and Berkshire School.

Location

New York, United States

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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/


Employees

11-50

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