Tom provides comprehensive wealth management and investment advisory services to high net worth individuals and their families. Having grown up in and around the Klingman business and its clients, Tom enjoys his continued engagement with our client families including their successor generations, as well as developing new client relationships. Tom joined Klingman & Associates in 2012 as an Investment Analyst after spending two years as an analyst in Deutsche Bank’s Global Investment Banking group. He is also a member of Klingman & Associates’ Investment Committee.
Tom received his bachelor’s degree from Princeton University, where he also competed as a member of the Men’s Varsity Golf team, and has his AAMS® certification from the College of Financial Planning. Outside of the office, Tom is an avid New York sports fan and enjoys spending time with his dog, Carver.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
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