Terence Klingman
I am the Chief Investment Officer of Heritage Family Office. I have extensive investment expertise i...
Yaakov, Haifa District, Israel
*50 free lookup(s) per month.
No credit card required.
Terence Klingman’s Email tertan@zahav.net.il
Social Media
Terence Klingman’s Location Yaakov, Haifa District, Israel
Terence Klingman’s Current Industry Heritage Family Office Partners
Terence Klingman’s Prior Industry S And P Global Ratings | Ubs Wealth Management | Psagot Ofek | Meitav | Excellence Nessuah Investment House | Hsbc | Investec
Not the Terence Klingman you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
Heritage Family Office Partners
Cio
2018-06-01 00:00:00 - Present
S And P Global Ratings
Director
2016-12-01 00:00:00 - 2018-05-01 00:00:00
Ubs Wealth Management
Director, Equity Research, Chief Investment Office
2015-02-01 00:00:00 - 2016-11-01 00:00:00
Psagot Ofek
Head Of Research
2012-01-01 00:00:00 - 2015-01-01 00:00:00
Meitav
Co-Ceo Meitav Institutional Brokerage
2010-01-01 00:00:00 - 2012-03-01 00:00:00
Excellence Nessuah Investment House
Head Of Research
2007-03-01 00:00:00 - 2009-12-01 00:00:00
Hsbc
Head Of Operations
2004-01-01 00:00:00 - 2005-01-01 00:00:00
Investec
Various
1998-01-01 00:00:00 - 2004-01-01 00:00:00Skills
Languages
FAQ About Terence Klingman
-
Terence Klingman is located at
Yaakov, Haifa District, Israel -
Terence Klingman is a I am the Chief Investment Officer of Heritage Family Office. I have extensive investment expertise in wealth management (UBS Chief Investment Office), credit ratings (S&P Global) and sell-side research (Excellence, Meitav and Psagot). In addition, I co-founded and ran a US real estate fund that acquired single family houses in the US post the 2008 crisis and I ran an Israeli manufacturing business that was acquired out of bankruptcy by a privately-held family business. I also have significant operational experience in the banking and financial services industry having served earlier on in my career as CFO of Investec Bank Israel and Head of Operations at HSBC Israel. My varied work experience has allowed me to view the world of investing through many lenses (private clients, institutional investors, brokers and investment bankers) and from a number of vantage points (equity, credit, alternatives, real estate and private equity). I hold a B.Com (Hons) degree specializing in Accounting from the University of the Witwatersrand in South Africa.
-
Terence Klingman currently works in the Heritage Family Office Partners |
-
No Languages Available
-
Terence Klingman has prior
experience in the following industries:
S And P Global Ratings | Ubs Wealth Management | Psagot Ofek | Meitav | Excellence Nessuah Investment House | Hsbc | Investec -
Terence Klingman has the following professional experience:
Heritage Family Office Partners | S And P Global Ratings | Ubs Wealth Management | Psagot Ofek | Meitav | Excellence Nessuah Investment House | Hsbc | Investec -
You can view Terence Klingman’s LinkedIn profile at LinkedIn URL
-
Terence Klingman’s work email
addresses are
tertan@zahav.net.il -
Heritage Family Office Partners |
People you may be interested in
-
Gary Connor
Experienced SQA engineer with Tcl/TK, incr Tcl, Python, Perl, and...