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Biography

Manfred Klee is an Associate in the Rockville, MD office. He is a member of the Wealth Management team, providing US and international clients with operational and administrative support, including onboarding, account maintenance, money movements, and coordination with third parties.

Prior to joining Cerity Partners, Manfred was a Client Relationship Administrator with SOL Capital Management for two and a half years. He supported clients in the account opening process, money movements, and reporting. Previously, he also served with the United Nations Development Programme for several years as a Programme Officer in Bonn, Germany.

Learn more about my practice.

Education

  • Bachelor of Arts in Multilingual Communication from the University of Applied Sciences in Cologne, Germany
  • Master of Arts in Sociology / Peace and Conflict Studies from the Philipps University in Marburg, Germany

Highlights

  • Series 65
  • Multi-Lingual - English, Spanish and German

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.