Robert F Kleinman CPA
About
Robert F Kleinman CPA is from New York, New York, United States. Robert is currently CEO / CFO at Crescendo Asset Management, located in New York, New York, United States.
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Robert F Kleinman CPA's current jobs
Executive leadership of the US Registered Investment Advisor for the Asset and Wealth Management Businesses. Responsible for developing and executing US strategic growth business plans, coordinating with affiliate, Crescendo Group, a $4B+ AUM, Swiss based Global Investment and Multi-Family Office. Launch all Private Credit, Trade Finance, and Real Estate Funds. Manage and grow Wealth Advisory team and business of HNW clientele, construct investment portfolios, and oversee trade and operational processes. Lead all Management Company financial, tax, compliance, valuation, and operational functions.