Business, Free News Articles

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

"We recognize that many of our clients spend a portion of their time in Florida, and we wanted to provide a local presence they could easily access. In addition, Florida is a dynamic market with strong growth prospects for us. This gives us 'feet on the ground' to help accelerate our growth," said Kenneth D. Pollinger, Chairman & Co-CEO of KF Advisors.

Heading up the West Palm Beach Office will be a new addition to the KF Advisors team, John A. Pavela, CFA, Managing Director. John brings strong experience in wealth and investment management and will be responsible for new business development and managing client relationships, providing guidance on a range of wealth, planning, and investment management issues. John was most recently with BMO Wealth Management as Regional Director of Investments. Prior to that, he held leadership roles in Investment Management, Wealth Management, and Trust Administration at First Union National Bank (later known as Wachovia National Bank). John began his career at LaSalle National Bank & Trust in Chicago.

He holds the Chartered Financial Analyst designation and is a member of the CFA Society of South Florida. John earned a B.S. in Finance from Florida State University and received an M.B.A. in Finance from the Kellstadt Graduate School of Business at DePaul University.

"John really knows the Florida market and has a deep knowledge of the complex issues faced by wealthy individuals and families. We found that his approach and client-first mindset really align well with that of KF Advisors. We are fortunate to have him heading up our Florida effort," said James Fields, President and Co-CEO of KF Advisors.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

Learn more: https://www.klingenstein.com/

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Awards and Honors, Business, Free News Articles

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

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Business, Free News Articles

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

More information: https://www.klingenstein.com/.

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Business, Free News Articles

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

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Advertising and Marketing, Business, Free News Articles

Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y. -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors). KF Advisors provides comprehensive wealth and investment management services to high-net-worth individuals, families, and nonprofit organizations.

The June 2019 asset acquisition of Solaris Advisors, LLC and related entities (Solaris) by KF Group, LP represented a significant expansion in serving institutional clients, including endowments and foundations. The new brand name not only reflects the integration of the two legacy brands, Solaris and KFWA, but also KF Advisors' single firm approach and equal commitment to both its wealth and nonprofit clients.

"Our firm has always provided high-quality, personalized wealth and investment management to our clients. We are proud of and respect that legacy, and we also recognize the increasingly diverse range of clients whom we serve," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "We will continue to add expertise, resources, and capabilities designed to enhance our clients' experiences and results, while maintaining the high-touch service, customized strategies, and sophisticated solutions we have always delivered."

"We are focused on finding ways to better serve our clients now and in the future. This change in name results from our client-centric view, broader set of offerings, and recognition of our expanded client base," affirmed Susan H. Curry, Senior Vice President and Chief Operating Officer. "Our clients will continue to be served by the same dedicated teams with whom they have always worked, supported by the full depth and breadth of KF Advisors professionals."

Klingenstein Fields Advisors, representing two privately held independent Registered Investment Advisors, manages over $3.9 billion in assets on behalf of its individual and institutional clients. Its 2019 acquisition of the assets of Solaris further enhanced its team of experienced wealth and investment management professionals and expanded its range of investment solutions.

More information: https://www.klingenstein.com/.

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