Dan DelMoro
Director of Investments at Klingman & Associates LLC
Dan DelMoro active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 01/01/2015 | - |
| Investment Committee Member | 01/01/2015 | - | |
| Director of Investments | 01/01/2020 | - |
Career history of Dan DelMoro
Former positions of Dan DelMoro
| Companies | Position | Start | End |
|---|---|---|---|
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 | 01/07/2013 | - |
Training of Dan DelMoro
| Lehigh University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 2 |
| Undergraduate Degree | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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