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Dan Delmoro
Director of investments at Klingman & AssociatesDan is the Director of Investments at Klingman & Associates, an independent Registered Investment Advisor located in New York City with $2.7b in client assets under management. Dan helps develop the firm’s outlook and corresponding investment theses. He is responsible for managing 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. Dan received his bachelor’s degree in Finance from Lehigh University in 2010, and is a CFA® charterholder.