Tags Investment Adviser Association

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.

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