 Gerard Klingman, CFP®, CLU®, ChFC®, CFS Gerry provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals. Gerry received a bachelor's degree in economics from Princeton University in 1983. He attained his Certified Financial Planner™ certification from the College of Financial Planning in 1989, and later earned CLU® and ChFC® designations from the American College, as well as a CFS designation from the Institute of Business & Finance. Gerry holds Series 7, 8 and 63 securities licenses, as well as life, health and variable annuity licenses. He is a member of the Financial Planning Association. With more that 24 years of experience, Gerry is widely recognized in the field of investments and financial planning. In 2007, Registered Rep. magazine ranked Gerry sixth in its annual ranking of the Top 100 Independent Investment Advisors in America. He has been featured on CNN, in Business Week, and in other local and national publications. Gerry serves on numerous charitable boards, both locally and nationally. He and his wife, Penney, and children, Tom and Jennifer, live in Bedford Corners, New York. Gerry enjoys golf, skiing and spending time with his family. |
 Nancy Brown Nancy works jointly with Gerry in developing, implementing and monitoring clients' financial plans. Prior to joining Klingman & Associates in 1996, Nancy spent more than 10 years in the financial services industry. As a private banker at The Bank of New York, she managed the diverse portfolios of over 150 high-net-worth individuals and businesses. Nancy received a bachelor's degree in human resource management from Mt. Holyoke College, and a registered paraplanner designation from The College of Financial Planning. She is a registered investment advisor representative and holds Series 6, 7, 8 and 63 securities licenses, as well as life, health, long-term care and variable annuity licenses. Her expertise has been featured on both CNN and CNBC. In her personal life, Nancy brings her passion for helping others to her community. She has enthusiastically volunteered for the New York Junior League for nearly 20 years, most recently serving on its board as community vice president. She lives in Darien, Connecticut, with her husband, Philip, and son, Dalton, where she enjoys family activities including tennis, golf, skiing and boating. |
 Craig A. Laub, CFP® CLU® Craig’s career encompasses almost two decades of experience in the investment and insurance industries. He has worked as an investment specialist with Northwestern Mutual Investment Services and served as a regional manager with Lord, Abbett & Co., a leading mutual fund company. In 1988, Craig earned a bachelor’s degree in marketing from Marquette University and then his MBA in management from the Fordham Graduate School of Business in 1993. He has earned the Certified Financial Planner™ certification from the Certified Financial Planner Board of Standards, Inc., and has been conferred the Certified Life Underwriter™ certification from The American College. He holds Series 7 and 63 securities licenses as well as variable annuity, life, health, disability and long-term care insurance licenses. Craig is a current trustee of the Board of Education for the Union Free School District of the Tarrytowns and former trustee of the Village of Sleepy Hollow, New York, where he lives with his wife Laura and children, Alexander, Andrew and Sarah. He competes regularly in tennis, basketball and running. |
Cynthia Looser A member of the Klingman & Associates team since 1999, Cynthia has more than 25 years of investment services experience, including positions at major brokerage and investment advisory firms. Her specific responsibilities in client service include case preparation, plan implementation and client reporting. In addition, Cynthia serves as our technology coordinator. She received a bachelor’s degree in business management from the New York Institute of Technology and holds Series 4, 7 and 63 securities licenses. Cesar Cruz A Klingman & Associates team member since 1995, Cesar serves as director of operations and is responsible for all aspects of securities sales and trading. He received a bachelor’s degree from Baruch College and holds Series 7, 9, 10 and 63 securities licenses. Gloria D'Urgolo Gloria joined Klingman & Associates in 1999 after a 20-year career in the insurance industry. She is responsible for all aspects of client service and management, with a specialty in insurance and annuity products. Gloria also schedules and supervises special projects. Tatiana Nadeev Tatiana received her bachelor’s degree with honors from Ithaca College in 2004 and holds Series 7 and 63 securities licenses. She previously held positions at Citigroup and Raymond James. Antoinette Michaels Antoinette joined Klingman & Associates in 2005, with 25 years of experience in the securities and banking fields. She holds Series 7 and 63 licenses as well as life, health and variable annuity licenses. Gleny Peguero Gleny brought 6 years’ experience in financial services when she joined the firm in 2006. She holds a bachelor’s degree from Berkeley College as well as life, accident and health licenses. Gleny also serves as our Operations Assistant. Our Partner, Raymond James For our clients, our affiliation with Raymond James delivers the best of two worlds: It gives Klingman & Associates, as independent financial advisors, the freedom and objectivity to work solely in the best interests of clients, with no obligation to sell any specific companies’ investment products. And, it provides access to the vast technological, informational, and research capabilities of a national leader in investments and financial management. |