Klingman & Associates, LLC

Skilled financial professionals committed to your goals


Sami Sharif
Sami Sharif, CFA®
Wealth Advisor

Sami provides comprehensive wealth management and financial planning services to law firm partners, entrepreneurs, financial professionals, and other high-net worth individuals and their families. Sami joined Klingman & Associates in 2018 after spending four years at another large RIA in New York. Sami’s career in finance has also included tenures at Morgan Stanley, Traditum Group, and Goldman Sachs.

Sami received his bachelor’s degree in Finance from Boston College, and holds a Chartered Financial Analyst® designation from the CFA Institute. He lives in Springfield, NJ with his wife, Kristy, and two boys, Ryan and Dillon. Sami enjoys golfing, spending time with friends and family, and supporting New York sports teams.


Klingman & Associates, LLC is not affiliated with any of the organizations listed above.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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