Klingenstein Fields Advisors
Klingenstein, Fields & Co, L.P, doing business as Klingenstein Fields Advisors ("KF Advisors"), is a privately owned investment management firm with offices in New York City and West Palm Beach, FL. KF Advisors is a Registered Investment Adviser, founded in 1989 as successor organization to Wertheim Schroder Individual Capital Management. KF Advisors provides portfolio management and investment advisory services to high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. KF Advisors appreciates the support of many loyal clients, business partners and friends, but we are limited in how we can discuss such matters in a social media forum. SEC rules for investment advisers prohibit our use of endorsements to promote or market our services. Accepting recommendations and endorsements on Linked In is viewed by the SEC as a violation of law, and, accordingly, we do not accept them as a matter of policy. KF Advisors is not responsible for nor does KF Advisors accept or condone any comments by third parties on these pages.
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Verified contacts
35
available on Kipplo
LinkedIn employees
44
11 to 50 range
Open roles
—
no listings
Distinct roles
30
indexed titles
Tech stack
1
tools in use
Monthly traffic
119
organic / mo
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Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- AB
Albert Bellas
Senior Managing Director · General Business & Management
EmailPhone - EC
Emmett Cruet
Vice President at Klingenstein Fields Advisors · General Business & Management
EmailPhone - LA
Laurence Ach
Senior Vice President, Portfolio Manager · Finance & Accounting
EmailPhone - MS
Michael Santamaria
Vice President CIO · Other
EmailPhone - SB
Stephen Brent Wells
Senior Managing Director · General Business & Management
EmailPhone - SD
Stephen Denery
SVP · General Business & Management
EmailPhone - CD
Camilla Dawkins
Operations · Operations
EmailPhone - MO
Michael Okeefe
Wealth Advisor Associate · Finance & Accounting
EmailPhone - AG
Alyssa Gelper
Managing Director, Client Relationship Management · General Business & Management
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Klingenstein Fields Advisors
30 distinct titles indexed · top 10 shown.
- 2executive chairman
- 2managing director
- 2managing director, senior advisor
- 2partner
- 2senior managing director
- 1administrator
- 1chairman
- 1chairman and co-ceo
- 1chief compliance officer
- 1chief financial officer
- +20more titles
Sign up to unlock all 35 contacts at Klingenstein Fields Advisors
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