Howard Robert Klieger

Vorstandsvorsitzender bei Walled Lake Planning & Wealth Management LLC

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Profil

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.

Aktive Positionen von Howard Robert Klieger

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	01.01.2018

Alle aktiven Positionen von Howard Robert Klieger

Ausbildung von Howard Robert Klieger

Goizueta Business School-Emory	Masters Business Admin
University of Buffalo School of Engineering & Applied Sciences	Undergraduate Degree

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Private Unternehmen	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