Klingman and Associates, LLC
Michael Paley currently serves as the Chief Operating Officer at Klingman and Associates, LLC, an independent registered investment advisor providing comprehensive wealth management services since May 2014. Previously, Paley held the position of Managing Director at Focus Financial Partners from September 2006 to April 2014, where responsibilities included leading mergers and acquisitions and consulting for leading firms in the industry. Additional experience includes roles as Principal at Kidd & Company and Business Planner at Pepsi Cola North America, as well as Business Analyst at Braxton Associates. Michael Paley holds an MBA from Harvard Business School and a BSE in Operations Research from Princeton University.
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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/