Dan DelMoro
Director of Investments bij Klingman & Associates LLC
Profiel
Mr. Daniel M.
DelMoro, CFA, is a Director of Investments at Klingman & Associates LLC.
He manages client portfolios, beginning with the construction of tailored implementation plans for clients’ specific asset allocation plans.
He supervises ongoing portfolio risk, including with clients’ concentrated positions in company stock or options, real estate or direct business holdings, and deferred compensation plans.
Prior to joining Klingman & Associates in 2015, Mr. DelMoro spend 5 years at Deutsche Bank, where he most recently was a Bank analyst in the Equity Research department.
Mr. DelMoro received his Bachelor's degree in Finance from Lehigh University in 2010.
He is a CFA charter holder.
Actieve functies van Dan DelMoro
| Bedrijven | Functie | Begin |
|---|---|---|
Klingman & Associates LLC
 Klingman & Associates LLC Investment ManagersFinance Klingman & Associates LLC (K&A) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm founded by Gerald Klingman in 2001. K&A provides wealth management services primarily to high net worth individuals and their families, trusts, estates, charitable organizations/endowments, and pension or profit-sharing plans. | Director of Investments | 01-01-2020 |
Eerdere bekende functies van Dan DelMoro
| Bedrijven | Functie | Einde |
|---|---|---|
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Analyst-Equity | - |
Opleiding van Dan DelMoro
| Lehigh University | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 2 |
|---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
Klingman & Associates LLC
Klingman & Associates LLC Investment ManagersFinance Klingman & Associates LLC (K&A) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm founded by Gerald Klingman in 2001. K&A provides wealth management services primarily to high net worth individuals and their families, trusts, estates, charitable organizations/endowments, and pension or profit-sharing plans. | Finance |
