Gerry Klingman is the Founder and President of Klingman & Associates, a comprehensive wealth management firm. With over 35 years of experience, he has been widely recognized as a leader in the field of financial planning and investment management. Gerry is a member of the Financial Planning Association, and serves on numerous charitable boards, both locally and nationally. He has been featured in various leading industry publications including the Wall Street Journal, and received the 2016 Invest in Others Lifetime Achievement Award for his more than twenty years of service to Best Buddies International.
Board Member - Best Buddies International
Advisory Board Member - Hope's Door
Volunteer - Northern Westchester Women's Shelter
Volunteer - A-Home Housing Project