September 28, 2016 8:50 PM ET

Capital Markets

Company Overview of Klingenstein Fields Wealth Advisors

Company Overview

Klingenstein, Fields & Co., LLC is a privately owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separate client-focused equity portfolios. It also launches and manages equity mutual funds for its clients. The firm invests in public equity markets of the United States. It invests in value stocks of large cap companies. The firm utilizes top-down approach to select the sectors and fundamental analysis with a bottom-up stock picking approach to make its investments. Klingens...

125 Park Avenue

Suite 1700

New York, NY 10017-5529

United States

Founded in 1989

Phone:

212-492-7000

Fax:

212-492-7007

Key Executives for Klingenstein Fields Wealth Advisors

Chief Executive Officer and Co-Chairman
Co-Chairman and Co-Founder
Chief Financial Officer and Senior Vice President
Chief Operating Officer and Senior Vice President
Compensation as of Fiscal Year 2016.

Klingenstein Fields Wealth Advisors Key Developments

Lacey Johnson Joins Klingenstein Fields Wealth Advisors as Director and Wealth Advisor

Klingenstein Fields Wealth Advisors (KFWA) announced 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. Ms. Johnson joins the firm from Fidelity Investments where she was Vice President, Financial Consultant responsible for the development and retention of over $1.5 billion in client assets.

Klingenstein, Fields & Co., LLC has Changed its Name to Klingenstein Fields Wealth Advisors

Klingenstein, Fields & Co., LLC changed its name to Klingenstein Fields Wealth Advisors.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
Private Placement
October 28, 2015
HyPR Brands
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Bloomberg L.P. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Klingenstein Fields Wealth Advisors, please visit www.klingenstein.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.