Klingman & Associates, LLC

Skilled financial professionals committed to your goals


Cesar Cruz
Cesar Cruz
Director of Operations

As Klingman & Associates Director of Operations, Cesar oversees all aspects of the firm’s securities sales and trading operations, including the ongoing compliance with our regulatory and internal requirements.  A longstanding member of the team – Cesar joined Klingman & Associate in 1995 – he also frequently works directly with our client families in addressing their inquiries.  Cesar received a bachelor's degree in Finance, with a minor in Psychology, from Baruch College.

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