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FUNDRAISING NEWS | January 22, 2025
Tags: Personnel, Financial Advisor Move
Klingman & Associates announced that New York City-based wealth advisor Lizzie Decarlo has joined the firm from UBS Private Wealth Management.
According to her LinkedIn profile, Decarlo spent eight years at UBS as senior vice president where she handled private wealth management for high-net-worth clients, prior to joining Klingman. Before that, she worked in the private banking group at Credit Suisse.
Klingman & Associates was founded in 1986 by Gerry Klingman. The New York-based RIA manages over $3.5B of client assets, primarily serving high-net-worth individuals, business owners, corporate executives, law firm partners, professional athletes, and their families.
Written By: Dakota
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