Dedicated to building successful relationships

Meeting behind closed doors

The Kleiman Wealth Management Group is committed to helping you plan for your future by providing comprehensive wealth management strategies for all your financial needs. Families, business owners and corporate executives count on us for our trusted advice, effective management of risk and commitment to the highest levels of service.

With a focus on preserving and growing wealth, we deliver personalized solutions. Whether it’s planning for your retirement or helping to protect your estate for your children and grandchildren, we have the experience to help you work toward all your goals. With our access to the global resources of UBS, one of the world’s largest wealth managers, we can offer you the firm’s perspective and insights.

Risk management is central to our practice. We strive to avoid exposing clients to more risk than they can afford or they need to meet their goals. Our goal is to rise above the competition with superior communication and customer service.

- Jonathan Kleiman

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Jonathan Kleiman

    Managing Director–Wealth Management

    Senior Portfolio Manager

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    As the head of The Kleiman Wealth Management Group, Jonathan's role is to oversee portfolio management, estate planning and risk management by working with our clients' and prospects' other trusted advisors to formulate a concise wealth management plan. With more than 26 years experience as a Financial Advisor, Jonathan began his career with Prudential Securities, which became Wachovia. He moved to Morgan Stanley Smith Barney where he rose to Senior Vice President and Producing Suffolk County Complex Business Development Officer, a position he held until he joined UBS.

    Jonathan received his bachelor degree in business management and economics with a concentration in personal finance from the State University of New York. He earned a Certificate in Financial Planning from C.W. Post LIU College and holds his Series 7, 63 and 65, as well as life, health and variable annuity licenses. Jonathan and his wife, Jennifer, reside on Long Island with their three daughters. Jonathan is active with numerous community charitable events, he mentors veteran's transition from the military into the private sector, and he serves on the board of Man Cave Health.  In his spare time he enjoys cooking, golf and travel.

    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • State University Of New York, BS, Business Management and Economics
    • Senior Portfolio Manager
    Legacy planning
    Exit planning
    Custom portfolios
    Business owners
    Securities-backed lending
    58 South Service Road
    Suite 310
    Melville, NY 11747
  • Ryan C. Einig

    Ryan Einig, CDFA

    Senior Vice President–Wealth Management

    Portfolio Manager

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    Ryan joined The Kleiman Wealth Management Group from Oppenheimer & Co., where he served as a Financial Advisor focused on customized bond portfolio development and review, as well as equities and mutual fund recommendations. Previously, he worked the multi-million dollar middle-market sales and service desk at Morgan Stanley Smith Barney. Due to his experience with a savings bank and a law firm, Ryan emphasizes meticulous service, collaboration, dependability and integrity.

    Currently, Ryan's primary responsibilities include financial planning, portfolio reviews and business development. He earned his bachelor degree in business management with a focus in finance and a minor in history from Stony Brook University. He holds Series 7 and 66 securities licenses as well as life, accident and health insurance licenses. A lifelong resident of Massapequa, Ryan is active with Stony Brook's alumni networking and internship program. He enjoys golf, travel and attending various sporting events.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

    • Stony Brook University, BS, Business Management
    • Portfolio Manager
    • Certified Divorce Financial Analyst
    Financial planning
    Retirement planning
    Estate planning strategies
    Business succession
    Investing
    58 South Service Road
    Suite 310
    Melville, NY 11747
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    Vania Markarian, CA Insurance License #OE43841

    Vice President–Wealth Management

    Financial Advisor

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    Bringing together a lifelong passion for investing and relationships, Vania started her financial services career in 1981 at Bank Bumiputra Malaysia Berhad in the foreign currency trading department, later moving to Hill Samuel Merchants Bank to manage their foreign currency operations. In 1985 she took a 10 year sabbatical to begin a new career - motherhood. Vania re-entered the industry in 1995 and joined PaineWebber, a predecessor to UBS.

    Vania is series 7, 63 and 65, life, health and annuity insurance licensed and is a Senior Retirement Plan Consultant and a Charted Retirement Plan SpecialistSM.   She leads the Kleiman Wealth Management Group’s retirement plan and corporate equity plan division and uses her vast financial services experience to advise both corporate executives and traditional retail clients in areas such as financial planning, portfolio management, and legacy planning.

    Vania is the mother of two sons and resides in Babylon, NY. She is actively involved with PinkAid, an organization who’s mission is to help underserved breast cancer patients.  In her spare time she enjoys spending time with her Golden Retriever and Persian cat, cooking, boating and entertaining.

     

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        58 South Service Road
        Suite 310
        Melville, NY 11747
      • Tina Somma

        Tina Somma

        Wealth Strategy Associate

        Relationship Manager

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        Tina entered the financial services industry in 1989, working in the accounting department of an investment advisory firm. She transitioned to the advisory side, providing performance reporting for clients. In 1992, she joined the institutional desk for Commercial National Bank, assisting brokers in managing regional bank portfolios and preparing risk analysis reports. She joined Jonathan Kleiman at Prudential Securities in 1999 and moved with him to Morgan Stanley Smith Barney, and eventually to UBS in 2012.

        Currently, Tina heads the marketing efforts for The Kleiman Wealth Management Group. She works with the team to support and grow the assets under management of high net worth individuals. Tina also prepares all documentation required for client review meetings. She received her bachelor degree in accounting from Baruch College. She holds her Series 7, 63 and 65, as well as life, health and variable annuity licenses. Tina lives on Long Island with her daughter and is a Reiki Master Teacher.

          • Baruch College, BA, Accounting
          • Relationship Manager
          58 South Service Road
          Suite 310
          Melville, NY 11747
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          Rosemarie Davitt

          Director

          Senior Wealth Strategy Associate

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          Rosemarie’s love of mathematics and accounting propelled her into the financial services industry in 1980. She joined UBS two years later as a registered customer service associate and in 1994 she became an administrative manager. Roe joined the Kleiman Wealth Management Group in June 2021. She engages in daily client conversations, provides and manages all daily operational matters for the team. Additionally, she helps the KWMG team with financial planning and advanced portfolio analytics. Roe holds her Series 3, 7, 8 & 63, as well as life, accident and health insurance licenses.

          Rosemarie lives in Bethpage, NY and  has two children—Cristina Marie, who teaches severely autistic high school children & Brian John, who is currently a resident doctor at Cohen’s Children’s Medical in New Hyde Park, NY. An avid supporter of breast cancer awareness, Rosemarie organizes, participates and raises funds for the annual Making Strides of Long Island Breast Cancer Walk at Jones Beach. Living on Long Island affords Rosemarie the opportunity for her favorite pastime: relaxing and reading by the shore.

                58 South Service Road
                Suite 310
                Melville, NY 11747
              • Terrence Murphy

                Terrence Murphy

                Senior Wealth Strategy Associate

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                Terrence joined the Kleiman Wealth Management Group in 2022 and has over 25 years experience in the financial industry. After spending 15 years working on Citigroup’s equity trading desk in various roles, he moved to the advisory side joining Merrill Lynch in 2011 as part of their FA training program. He joined UBS in 2021 and as part of the KWMG he is involved in all aspects of the team’s day to day operations. Terrence is a Chartered Retirement Planning Counselor (CRPC) and holds FINRA Series 7,24, 55, 63 & 66 licenses.

                 

                Terrence currently resides in Rockville Centre with his wife Kathleen and their two children, Caitlin and Erin. He’s involved in several charities including JDRF in support of his daughter Erin who was diagnosed with Type 1 Diabetes. Terrence and his family have participated in numerous fundraising efforts to help find a cure. In his spare time he enjoys spending time with family and friends and watching his daughters play lacrosse.

                 

                      58 South Service Road
                      Suite 310
                      Melville, NY 11747

                    A focus on personalized access and service

                    Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                    Jogger

                    Our disciplined approach

                    portfolio

                    Discretionary portfolio management

                    multigen family

                    Strength of our relationships

                    The proof is in our numbers

                    110

                    Collective years of experience

                    22

                    Years in business as a team


                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

                    Legacy—Wealth for others

                    For needs that go beyond your own—to help you improve the lives of others

                    What will your legacy be?
                    It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                    Learn more at ubs.com/wealthway.

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