Dedicated to building successful relationships

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.

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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.

Jonathan Kleiman

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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 Einig, CDFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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
Vania Markarian, CA Insurance License #OE43841

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- UT
- VA
- WA
- WI
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.
- CRPS
58 South Service Road
Suite 310
Melville, NY 11747
Tina Somma

Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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
Rosemarie Davitt

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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

Jonathan Kleiman

Managing Director–Wealth Management

Senior Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- ME
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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 Einig, CDFA

Senior Vice President–Wealth Management

Portfolio Manager
View bio Industry recognition
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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
Vania Markarian, CA Insurance License #OE43841

Vice President–Wealth Management

Financial Advisor
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- UT
- VA
- WA
- WI
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.
- CRPS
58 South Service Road
Suite 310
Melville, NY 11747
Tina Somma

Wealth Strategy Associate

Relationship Manager
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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
Rosemarie Davitt

Director

Senior Wealth Strategy Associate
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- ID
- IL
- KY
- LA
- MA
- MD
- MI
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- SC
- TX
- VA
- WA
- WI
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

Senior Wealth Strategy Associate
View bio
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- IA
- ID
- IL
- KS
- KY
- LA
- MA
- MD
- ME
- MI
- MN
- MS
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- PR
- RI
- SC
- TN
- TX
- UT
- VA
- VT
- WA
- WI
- WV
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.

Our disciplined approach

Design a well-structured financial plan
We are a planning-based team. By actively listening, we discover what’s important to you today and your vision for the future.

As part of the planning process, we also talk about your feelings toward risk. We believe risk management is central to everything, but it comes in many forms and is not always easy to understand. By helping you visualize the different dimensions of risk, we can agree to a strategy that works for you–so you can feel comfortable with handling the ups and downs of the financial markets.

After analyzing all the information gathered during the discovery phase, we develop a personalized plan. This plan provides us with a clear road map for protecting, growing and transitioning your wealth.

Discretionary portfolio management

Provide investment management strategies
Our team provides a variety of strategies that enable us to build custom portfolios. As Portfolio Managers in the UBS Portfolio Management Program, we are qualified to offer discretionary management of your investments and tailor your asset allocation to your unique situation.

Our customized portfolios are informed by our own investment experience, specialists in our Portfolio Advisory Group and intellectual capital from CIO Americas, Wealth Management. With our team actively monitoring your investments, you have the time to focus on your family, your business and the future.

_{The Portfolio Management Program (PMP) is a wrap fee advisory program in which our Financial Advisors manage client accounts on a discretionary basis. PMP is designed for clients who (i) want to delegate portfolio management discretion to their Financial Advisor; (ii) are looking to implement a medium to long-term investment plan; and (iii) prefer the consistency of fee-based pricing.}

_{PMP is not appropriate for clients who: (i) want to maintain trading control over their account; (ii) seek a short-term investment; (iii) want to maintain consistently high levels of cash, money market funds, or invest primarily in no-load mutual funds; (iv) want to maintain highly concentrated positions that will not be sold regardless of market conditions; or (v) who anticipate significant withdrawals from the account.}

Strength of our relationships

Client communication and service
We think of our clients as our extended family. We believe our clients know us as a trusted team of professionals. They can count on us for regular contact, prompt attention and relevant insights throughout the year.

What matters most to us is that our clients know how much we care. Our entire team is dedicated to you and helping you achieve everything that’s important in your financial life.

The proof is in our numbers

110

Collective years of experience

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.

Dedicated to building successful relationships

Pursuing your goals together

Jonathan Kleiman

Ryan Einig, CDFA

Vania Markarian, CA Insurance License #OE43841

Tina Somma

Rosemarie Davitt

Terrence Murphy