Jake Repaci

Jake Repaci is an Investment Analyst at Klingman & Associates, LLC in New York, NY, where he contributes to the firm’s comprehensive wealth management practice and supports the investment team in research, portfolio analysis, and client solutions. His role involves evaluating investment opportunities, assisting with asset allocation, and working with high net worth clients, entrepreneurs, and professionals across a range of asset classes including equities, fixed income, and alternative investments—aligned with the firm's multi-sector focus.

Jake began his career as a Financial Advisor Intern at Klingman & Associates, gaining direct experience in client advisory and investment strategy development before transitioning to his current analyst position. Prior professional experience includes operational roles outside the finance sector, demonstrating versatility before specializing in investment analysis.

He earned a Bachelor's degree in Managerial Economics from Union College, providing a strong foundation in financial theory and quantitative analysis. Since joining Klingman & Associates, Jake has contributed to client-facing investment analysis and strategic portfolio recommendations, furthering the firm’s reputation for tailored financial guidance.