Klingman & Associates, LLC

Equipping you to be an informed investor

We believe with knowledge comes confidence. So we’ve assembled a collection of timely information and expert market commentary designed to give you new insight into the ever-evolving financial marketplace to help you build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates.

Klingman News

Klingman & Associates Hires Sami Sharif as Wealth Advisor

Company’s first of what it expects to be several additions to its advisory team

February 1, 2018

NEW YORK - (February 1, 2018) - Klingman & Associates (“Klingman”), a leading independent wealth management firm, announced today the addition of Sami Sharif, CFA® to the company as a Wealth Advisor. Mr. Sharif will bring his years of experience helping high net worth individuals and their families to further expand Klingman’s ability to help its current and prospective clients.

“We have built Klingman & Associates by building a first-class team, dedicated to helping our clients achieve their life’s goals and dreams. Sami’s proven ability to establish deep connections with families in working together with them to manage all aspects of their financial lives is a terrific match with our culture and values,” said Gerry Klingman, the Founder and President of Klingman.

Michael Paley, Klingman’s Chief Operating Officer, added, “We are tirelessly working to build a premier independent wealth management business in the New York area. Attracting, retaining and developing highly skilled individuals such as Sami, that have an unwavering commitment to their clients, is the most critical part of that process.”

Mr. Sharif most recently served as an advisor at another New York City based registered investment adviser after previously working at Morgan Stanley and Goldman Sachs. He is a CFA® charterholder and graduated from Boston College’s Carrol School of Management with a degree in Finance and Computer Science. About his joining Klingman, Sharif remarked, “I have been so impressed with the entire Klingman team’s focus on doing what’s best for its clients. Their planning first advisory model and service culture is perfectly aligned with how I want to work with clients for decades to come.”

About Klingman & Associates:
Klingman & Associates is an independent wealth management company with ~$1.7 billion in assets under management. 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. Klingman & Associates has received numerous industry accolades. For more information, please visit www.klingmanria.com.

Back to Top