Andrew Crofton Joins Klingenstein Fields Advisors as Managing Director

Published: May 6, 2020

NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) – Klingenstein Fields Advisors (KF Advisors), 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 KF Advisors. “We look forward to his involvement and the customized guidance that he will provide to our clients.”

Important Disclosures

This material is provided for informational or educational purposes only and should not be construed as investment, accounting, tax or legal advice. Always consult a financial, tax and/or legal professional regarding your specific situation. This communication is not intended as a recommendation or as investment advice of any kind. It is not provided in a fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. Nothing herein constitutes or should be construed as an offering of advisory services or an offer to sell or a solicitation to buy any securities or a recommendation to invest in any specific investment strategy. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future returns. The views expressed herein are as of a particular point in time and are subject to change without notice. The information and opinions presented herein are general in nature and have been obtained from, or are based on, sources believed by Klingenstein Fields Advisors (“KF Advisors’) to be reliable, but KF Advisors makes no representation as to their accuracy or completeness. Although the information provided is carefully reviewed, KF Advisors cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided. KF Advisors represents two investment advisers registered with the Securities and Exchange Commission: Klingenstein, Fields & Co., L.P. and KF Group, LP. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.