Kling & Marsh Wealth Management " You are the reason we are in business. Managing a clients assets is our responsibility, honor, and privilege. We NEVER forget that." Home Mission Statement Investment Methodology Insurance Companies Biographies K & M News Why Choose Kling & Marsh Contact Us Christian G. Kling President/Managing Partner 40 Years of Investment Management Experience President and Managing Partner, Kling & Marsh Wealth Management, LLC, 2007 Executive VP & Portfolio Manager, Connecticut Investment Management, Inc., 1994-2007 Co-founder of the Noah Mutual Fund, 1992-1994 Senior VP - Investments, Chairman�s Council, Paine Webber, 1984-1994 Senior VP - Investments, Chairman�s Club, Dean Witter, 1976-1984 Associate Professor of Economics, University of Rochester, 1968-1975 Founder and CEO, Kling, Manning & Napier, Inc., 1968-1972 Senior Financial Analyst, Finance Division, Xerox Corporation, 1960-1964 Masters Degree, Divinity, Yale University, 1995-1998 Ph.D., Economics, Ford Foundation Fellow, University of Michigan, 1966-1968 M.B.A., Finance, Columbia University, 1964-1966 B.S., Economics, Wharton School, University of Pennsylvania, 1956-1960 NASD Series 65 Joseph C. Marsh III Executive VP and Managing Partner 37 Years of Investment Management Experience Executive VP and Managing Partner, Kling & Marsh Wealth Management, LLC Founder and President, Marsh Capital Management, LLC Founder, President and Chief Investment Officer, Marsh Capital Management, Inc. Investment Officer, Security Trust (Norstar) Former Board Member, Brockport College Foundation Former Board Member and Chairman of the Investment Committee, Rochester Philharmonic Orchestra B.S., Economics, State University of New York at Brockport NASD Series 65 Deborah L. Dyer Executive Vice President/Corporate Secretary 25 Years of Management Experience VP, Connecticut Investment Management, Inc. Former Television Executive, Sales & Marketing, Fox Broadcasting Account Executive, RKO General-WROR-FM Radio B.S., Secondary Education, New England College A.A. Arts Cum Laude Westbrook College Graduate Studies, Simmons College NASD Series 65 2007 Kling & Marsh Wealth Management, LLC. 24B Grove Street, Pittsford, NY 14534 Telephone 585-899-6115