Howard Robert Klieger
Algemeen Directeur bij Walled Lake Planning & Wealth Management LLC
Profiel
Mr. Howard R.
Klieger is a Founder & Managing Partner at Walled Lake Planning & Wealth Management LLC.
Mr. Klieger provides professional perspective and key leadership for the Walled Lake team.
He also manages several long-standing client relationships and has been working with high-net-worth families for over 38 years.
He received his Bachelor of Economics degree from the University of Buffalo School of Engineering & Applied Sciences and an MBA from Goizueta Business School-Emory.
Actieve functies van Howard Robert Klieger
| Bedrijven | Functie | Begin |
|---|---|---|
Walled Lake Planning & Wealth Management LLC
 Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Algemeen Directeur | 01-01-2018 |
Opleiding van Howard Robert Klieger
| Goizueta Business School-Emory | Masters Business Admin |
| University of Buffalo School of Engineering & Applied Sciences | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Walled Lake Planning & Wealth Management LLC
Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
