You're signed outSign in or to get full access.
About
Matty Wieczorek is a Senior Associate at KLINGMAN & ASSOCIATES, LLC in New York, where he plays a central role on the firm's Investment Team. He oversees investment research used to establish the firm’s asset allocation models and guides underlying security selection, ensuring solutions are tailored to clients' unique objectives and risk profiles.
In his current capacity, Matty manages client portfolios, beginning with bespoke implementation plans and supervising ongoing portfolio risk, including management of concentrated stock positions, real estate, direct business holdings, and deferred compensation plans. His expertise encompasses asset allocation, security selection, and portfolio risk management for high-net-worth individuals, with a focus on equities, fixed income, and alternative assets relevant to client needs.
Matty joined Klingman & Associates full time in 2018 after a summer internship, progressing from Associate to Senior Associate. He holds a Bachelor of Arts in Government and Legal Studies with a minor in Economics from Bowdoin College, and has additional academic credentials from Berkshire School and The University of Edinburgh.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Klingman and Associates, LLC | Senior Associate | Sep 2021 to Present | Klingman & Associates provides comprehensive wealth management services to affluent individuals, corporate executives, professional athletes, and their families. Our services are focused on the premis... |
| Klingman and Associates, LLC | Associate | Jul 2018 to Sep 2021 | — |
| Klingman and Associates, LLC | Intern | Jun 2017 to Aug 2017 | - Conducted individual equity research and closed-end fund research to help wealth advisors make decisions for their clients' portfolios - Created research reports on investment managers after analyzi... |
| Middlesex Club | Lifeguard | Jun 2013 to Sep 2016 | - CPR and AED certified - Responsible for club maintenance including landscaping, pool cleaning, and lawn mowing |
Education
Bowdoin College
Bachelor of Arts (B.A.), Government and Legal Studies (Major), Economics (Minor), Chinese
2014 — 2018
Berkshire School
2010 — 2014
The University of Edinburgh
Skills & Expertise
Others at Klingman & Associates, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Investment Analyst | New York, NY , United States |
J Jake Repaci | Investment Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Portfolio Manager and Macro Strategist | Donald Smith & Co. Inc. | New York, NY , United States |
N Newton Chung | Manager, Head Trader | Bristol John W & Co. Inc. /ny/ | NJ , United States |
C Charles Mott | Partner | Bristol John W & Co. Inc. /ny/ | Hampton Bays, NY , United States |
 | Partner, Portfolio Manager | Neville Rodie & Shaw Inc. | New York, NY , United States |
 | Portfolio Manager; Vice President | Neville Rodie & Shaw Inc. | New York, NY , United States |
