Patrice Boeckel is a Client Relationship Associate and works alongside our advisors and the entire Klingman & Associates team to support our clients.

Patrice has over 20 years of financial services experience working for wealth management firms and at a family office. In addition to her role in client services, Patrice has held accounting, analyst and operations positions in her career. Patrice holds a bachelor’s degree in Business Administration and an Accounting Certification from Caldwell University as well as a Financial Planning Certification from Fairleigh Dickinson University.