Tag: Klingenstein Fields Advisors
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Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine
NEW YORK, N.Y. — Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.
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Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team
NEW YORK, N.Y. — Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors’ south Florida team from its new offices located at 777 South Flagler Drive in West…
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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.
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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.
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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.
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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).