Your team of professionals
As a team of dedicated financial professionals, The Kleiman Wealth Management Group offers a full range of integrated services to individuals and families looking to build, protect and transfer wealth. Each member of our group has a clearly defined role and a specific set of skills, delivering customized financial planning and tactical asset allocation. Our client experience provides the high-touch concierge service you would expect from a family office.
As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 26 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.
Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health. In his spare time he enjoys cooking, golf and travel.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WI
Ryan C. Einig
Ryan joined The Kleiman Wealth Management Group from Oppenheimer & Co., where he served as a Financial Advisor focused on customized bond portfolio development and review, as well as equities and mutual fund recommendations. Previously, he worked the multi-million dollar middle-market sales and service desk at Morgan Stanley Smith Barney. Due to his experience with a savings bank and a law firm, Ryan emphasizes meticulous service, collaboration, dependability and integrity.
Currently, Ryan's primary responsibilities include financial planning, portfolio reviews and business development. He earned his bachelor degree in business management with a focus in finance and a minor in history from Stony Brook University. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. A lifelong resident of Massapequa, Ryan is active with Stony Brook's alumni networking and internship program. He enjoys golf, travel and attending various sporting events.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA, WI
Alex has 23 years' experience as a Financial Advisor and Banker providing innovative wealth management solutions to business owners and individuals. Prior to joining UBS as a Financial Advisor in 2015, Alex was a Vice President and Private Banker at Morgan Stanley for 5 years. He also held the role of Senior Vice President and Healthcare Specialist for Bank of America. Alex graduated from the Wayne Calloway School of Business and Accountancy at Wake Forest University with a Bachelor of Science in Business.
Alex holds Series 7 and 63 Licenses as well as Life, Health and Variable Annuity Licenses and has completed formal credit training. In addition, Alex serves as a board member for the Alliance of Merger and Acquistion Advisors for Long Island and is co-chair of the Membership Committee for the Hauppauge Industrial Association of Long Island.
Alex and his wife, Elisa, have lived in South Huntington, NY for 14 years with their 4 children. He has been a passionate youth sports coach for the last 9 years.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
Tina entered the financial services industry in 1989, working in the accounting department of an investment advisory firm. She transitioned to the advisory side, providing performance reporting for clients. In 1992, she joined the institutional desk for Commercial National Bank, assisting brokers in managing regional bank portfolios and preparing risk analysis reports. She joined Jonathan Kleiman at Prudential Securities in 1999 and moved with him to Morgan Stanley Smith Barney, and eventually to UBS in 2012.
Currently, Tina heads the marketing efforts for The Kleiman Wealth Management Group. She works with the team to support and grow the assets under management of high net worth individuals. Tina also prepares all documentation required for client review meetings. She received her bachelor degree in accounting from Baruch College. She holds her Series 7, 63 and 65, as well as life, health and variable annuity licenses. Tina lives on Long Island with her daughter and is a Reiki Master Teacher.
AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WI
As the newest member to the team, Mike's tenure in the financial industry includes positions held at Spartan Capital and AXA Equitable. Throughout his career he has worked on everything from operations, client relations, and detailed portfolio analysis.
Mike attended SUNY Oneonta, receiving a degree in Business & Economics, with concentrations in Finance and Communications. He joined the Kleiman Wealth Management Group at UBS, where he manages all daily operational matters for the group including servicing the team's households, fulfilling client requests and ensuring appropriate account documentation. He holds his Series 7 and Series 63, as well as his Life, Health and Variable Annuity Licenses. Mike is a fitness enthusiast that enjoys working out and basketball on his off time.
AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TX, VA, WA, WI