Dan DelMoro, CFA, is the Director of Investments at Klingman and Associates, LLC, an Independent Registered Investment Advisor, since March 2015. In this role, Dan provides comprehensive wealth management services to affluent individuals, corporate executives, and professional athletes. Prior to this position, Dan worked at Deutsche Bank from August 2010 to March 2015 as an Institutional Equity Research Associate and as a Risk Analyst, gaining valuable experience in the financial sector. Dan holds a Bachelor’s Degree in Accounting and Finance from Lehigh University, earned between 2006 and 2010.
Sign up to view 7 direct reports
Get started
This person is not in any teams