Company Overview of Klingenstein Fields Wealth Advisors
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
New York, NY 10017-5529
Founded in 1989
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
Apr 19 16
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
Aug 26 15
Klingenstein, Fields & Co., LLC changed its name to Klingenstein Fields Wealth Advisors.
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