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Daniel R. Kleinman

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Daniel R. Kleinman is a partner in Morgan Lewis's Investment Management and Securities Industry Practice and a member of the ERISA Fiduciary Services Group. Mr. Kleinman's practice focuses on the fiduciary responsibilities provisions (Title I) of the Employee Retirement Income Security Act and the related tax, corporate and securities laws in connection with the structuring and marketing of investment products (including private equity and hedge funds) and financial services to employee benefit plans. He also handles issues with respect to the regulation of broker-dealers and investment advisers under federal and state securities laws.

Mr. Kleinman received his LL.M. in taxation and his Employee Benefits Certificate from Georgetown University Law Center in 2002, and his J.D. from The Dickinson School of Law in 1997. He received his B.S. from New York University in 1991.

Mr. Kleinman is admitted to practice in the District of Columbia, Pennsylvania, and New Jersey.


Good to know

Areas of Practice 1) Investment Management, 2) ERISA/Employee Benefits Litigation, 3) Fiduciary & DOL Matters, 4) Securities Industry, 5) Investment Advisers , 6) Financial Services and 7) Bank & Financial Services Regulatory
Law School Penn State University, Dickinson School of Law
Education New York University Stern School of Business (B.S.1992)
Bar Member / Association State Bar Of District of Columbia, State Bar Of New Jersey, State Bar Of Pennsylvania
Most recent firm Morgan, Lewis & Bockius LLP
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