Tag: Investment Adviser Association
Klingenstein Fields Wealth Advisors SVP Jonathan B. Roberts Delivers Remarks at Investment Adviser Annual Conference
NEWS: (NEW YORK, N.Y.) Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at Klingenstein Fields Wealth Advisors, a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association's (IAA) 2016 Annual Leadership Conference.
