NEW YORK, N.Y., May 06, 2020 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
In this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients on a range of wealth, planning and investment management issues, as well as overseeing the growth of the firm's client base.
Mr. Crofton joins the firm from BNY Mellon where he was a Senior Wealth Director advising high-net-worth individuals and families, helping them address complex planning and investment management needs. Prior to that, he held a similar role at U.S. Trust.
Mr. Crofton began his career in institutional fixed income and equity sales and trading. He earned a B.A. in Economics from the University of Pennsylvania.
"Andy's significant experience in serving high-net-worth and institutional clients' investment management needs, combined with his institutional securities trading background, gives him a unique perspective that will strongly benefit our clients," said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. "We look forward to his involvement and the customized guidance that he will provide to our clients."
More information: https://www.klingenstein.com/.
* LOGO link for media: https://www.Send2Press.com/300dpi/19-0520s2p-KFWA-logo-300dpi.jpg
News Source: Klingenstein Fields Wealth Advisors
Related link: http://www.klingenstein.com
This press release was issued on behalf of the news source, who is solely responsible for its accuracy, by Send2Press Newswire. To view the original story, visit: https://www.send2press.com/wire/andrew-crofton-joins-klingenstein-fields-wealth-advisors-as-a-managing-director/