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Dan DelMoro
Director of Investments bei Klingman & Associates LLC
Aktive Positionen von Dan DelMoro
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Mitglied des Investmentausschusses | 01.01.2015 | - | |
Director of Investments | 01.01.2020 | - |
Karriereverlauf von Dan DelMoro
Ehemalige bekannte Positionen von Dan DelMoro
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Ausbildung von Dan DelMoro
Lehigh University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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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