Klingman & Associates, a Manhattan-based independent wealth management firm with over $1 billion in assets under management, has added Sami Sharif to its advisor team.
Sharif will serve as a wealth advisor.
“Sami’s proven ability to establish deep connections with families in working together with them to manage all aspects of their financial lives is a terrific match with our culture and values,” said Gerry Klingman, the founder and president of the firm.
Sharif previously worked for Morgan Stanley and Goldman Sachs as an investment advisor.