Klingman & Associates, LLC

Skilled financial professionals committed to your goals

 

Cesar Cruz
Josh Kaye
Associate Wealth Advisor

Josh works together with our Wealth Advisors on managing all aspects of client relationships. He spends a considerable amount of his time working together with the next generations in our clients’ families to help prepare them to be strong stewards of their family wealth.  Josh is passionate about educating and guiding individuals, families and foundations with a comprehensive wealth management experience to achieve their financial goals.

Prior to joining Klingman & Associates, Josh spent nearly eight years in the non-profit sector at Best Buddies. During his tenure he served as the State Director in New York, leading the its strategic planning, statewide fundraising, major giving and budget management. Josh worked tirelessly to ensure the Best Buddies mission was continuously moving forward, working closely with several large foundations and high net worth individuals.

Josh received his bachelor’s degree in Education from Indiana University. He resides on the Upper East Side of Manhattan. Outside of the office, you can find Josh traveling, spending time outdoors, and touring restaurants throughout NYC.

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Investment advisory services offered through Klingman & Associates, LLC. Klingman & Associates, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. © Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | | Privacy Policy

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.