Tags Klingenstein Fields Wealth Advisors

Tag: Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors (KFWA) Acquires Assets of The Solaris Group LLC

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor in New York

eNewsChannels NEWS: -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

In Memoriam – Frederick A. Klingenstein, of NY-based Klingenstein Fields Wealth Advisors (KFWA)

eNewsChannels NEWS: -- The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

In Memoriam: John Klingenstein – of Klingenstein Fields Wealth Advisors

eNewsChannels NEWS: -- The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm. He is survived by his wife Pat Klingenstein, and children, Tom, Nancy, Andy and Sally, ten grandchildren, and one great-grandchild.

Klingenstein Fields Wealth Advisors Ranked in Financial Times Top 300 Registered Investment Advisers for 2018

eNewsChannels NEWS: -- KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.
Klingenstein Fields

Maria Chambers, IACCP, Promoted to Chief Compliance Officer in NY at Klingenstein Fields

eNewsChannels NEWS: (NEW YORK) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.

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.
Klingenstein Fields

Klingenstein Fields Wealth Advisors welcomes Lacey Johnson, CFP, as Director, Wealth Advisor

NEWS: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm's client base.

White Paper: Potential benefits of alternative investments spur increased usage among high-net-worth investors

NEWS: Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.

Klingenstein Fields Wealth Advisors launches new brand to serve high-net-worth clients

NEWS: Klingenstein, Fields and Co., L.L.C. today is now operating as 'Klingenstein Fields Wealth Advisors' as part of a recent rebranding initiative. The new brand highlights the firm's integrated approach in providing comprehensive wealth management services to a broad range of high-net-worth clients.

WHAT'S NEWS