SAMI SHARIF

Sami Sharif, CFA

Wealth Advisor

“I strive to provide clients with the peace of mind – and the time – to do what they truly love and want to do.”

Sami provides comprehensive wealth management and financial planning services to law firm partners, entrepreneurs, financial professionals, and other high-net worth individuals and their families. Sami joined Klingman & Associates in 2018 after spending four years at another large RIA in New York. Sami’s career in finance has also included tenures at Morgan Stanley, Traditum Group, and Goldman Sachs.

Sami received his bachelor’s degree in Finance from Boston College, and holds a Chartered Financial Analyst® designation from the CFA Institute. He lives in Short Hills, NJ with his wife, Kristy, and three boys, Ryan, Dillon and Ajay. Sami enjoys golfing, spending time with friends and family, and supporting New York sports teams.

Klingman & Associates, LLC is not affiliated with any of the organizations listed above.

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