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Christian G. Kling
President/Managing Partner
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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
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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
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David W. Masters
Executive Vice-President/Portfolio Manager
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26 Years of Investment Management Experience
Partner, Marsh Capital Management, LLC
VP/Financial Consultant, Smith Barney Inc.
VP/Financial Consultant, Tucker Anthony Inc.
Founder and President, Mutual Portfolio Services, Inc.
AVP/Institutional Bond Salesman, Chase Lincoln Bank
Officer/Institutional Bond Salesman, Marine Midland Bank
B.A. with Honors, English Literature, Presidential Scholar, University of Rochester
Semester Abroad, University of Sussex, Brighton, England
NASD Series 65
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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
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