NEW YORK, N.Y., May 6, 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.
Tag Archives | Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC
NEW YORK, N.Y., June 14, 2019 (SEND2PRESS NEWSWIRE) — 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 […]
Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor
NEW YORK, N.Y., May 20, 2019 (SEND2PRESS NEWSWIRE) — 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.
Klingenstein Fields Wealth Advisors: In Memoriam – Frederick A. Klingenstein
NEW YORK, N.Y., Jan. 7, 2019 (SEND2PRESS NEWSWIRE) — 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 […]
In Memoriam: John Klingenstein
NEW YORK, N.Y., Aug. 21, 2018 (SEND2PRESS NEWSWIRE) — 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.
Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
NEW YORK, N.Y., June 28, 2018 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) 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.
Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors
NEW YORK, N.Y., Jan. 18, 2017 (SEND2PRESS NEWSWIRE) — 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, […]