delivering customized investment solutions to meet the needs of our clients is our sole objective

we are your trusted partner, now and in the future

We develop customized solutions to help you achieve your unique goals. We provide disciplined planning and investment counsel, delivered with integrity. Our heritage of working with high-net-worth and ultra-high-net-worth individuals, families, and non-profit institutions gives us uncommon insight into the complexities that you may face. As an independently owned, private SEC registered investment adviser since 1989, we remain objective, ensuring that, as a fiduciary, we always put your interests first.

a collaborative approach

Learn how our collaborative approach and range of resources help us develop customized solutions for our clients.

meet our team

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Laurence E. Ach, CFA, CIC
Portfolio Manager
Partner

Albert C. Bellas
Client Advisor
Senior Managing Director

Jackson Lowell Camps, CAIA
Manager Research
Senior Analyst

Maria Chambers, IACCP
Chief Compliance Officer

Michael J. Champness, CFA
Head of Equity Research
Partner

Allen Ci
Equity Research
Analyst

Tina Cinelli
Client Services AVP
Senior Administrator

Emmett Cruet
Client Services VP
Senior Administrator

Susan H. Curry
Chief Operating Officer
Partner

Camilla Dawkins
Office Operations Manager

Stephen J. Denery
Head of Trading
Partner

George Diaz
Portfolio Accounting
Senior Administrator

Giovannia Esquivel
Portfolio Accounting AVP
Senior Administrator

James W. Fields
President & Co-CEO
Partner

Kenneth H. Fields
Executive Chairman
Partner

Katie FitzGerald
Client Services VP
Senior Administrator

Alyssa Gelper
Client Relationship Management
Managing Director

Shomari Gilyard, CFP
Head of Wealth Planning
Partner

Gregory W. Golinski, CFA
Head of Analytics & Risk Management
Partner

Colleen Jones
Portfolio Manager
Partner

Lisa C. Karmen
Head of Human Resources

Katia Kushnir
Client Services
Senior Administrator

Timothy J. Lindsay, CFA
Head of Manager Research
Portfolio Manager

Michael P. O'Keefe
Client Relationship Management
Associate

Mildred Palo
Client Services Coordinator VP

John A. Pavela, CFA
Managing Director

Kenneth D. Pollinger
Chairman & Co-CEO
Partner

Matthew J. Pollinger, CFA
Portfolio Manager, Trading,
Senior Equity Research Analyst
Partner

Jonathan B. Roberts, CFA, CIC
Portfolio Manager
Partner

Michael S. Schiff, J.D., AEP, TEP
Client Development
Managing Director

Susan R. Schwortz
Client Services
Administrator

Brian Serzan
Manager Research
Associate

Ralph D. Sinsheimer
Client Advisor
Senior Managing Director

Jaime S. Steers
Head of Client Relationship Management
Partner

Jennifer Lee Swei
Chief Financial Officer
Partner

Douglas T. VanNostrand
Chief Information Officer

Stephen Brent Wells
Client Advisor
Senior Managing Director

Scott A. Wilson
Chief Technology Officer

Owen Wimmer
Portfolio Manager
Managing Director

Garrett I. Zendman, CFA
Deputy Chief Operating Officer,
Senior Equity Research Analyst
Partner

our distinguished heritage

The legacy of Klingenstein Fields Advisors dates back to 1927, when Joseph Klingenstein and Maurice Wertheim founded Wertheim & Company, a premier merchant bank. The firm expanded substantially and was subsequently sold to Schroders PLC. In the mid-1980s, the Klingensteins, and their colleague Kenneth H. Fields, formed Klingenstein Fields Advisors to provide sophisticated planning and investment advice to individuals and families with substantial assets. Today, Klingenstein Fields Advisors represents two SEC registered investment advisers, Klingenstein, Fields & Co., L.P. and KF Group, LP.

We strive to stay true to our heritage by seeking to put your needs first, provide customized wealth planning and investment management, and deliver exceptional personal service.

learn about our history

Joseph Klingenstein and Maurice Wertheim found Wertheim & Co., a merchant bank

Frederick Klingenstein joins Wertheim and leads it through growth and expansion into investment banking, investment management, and institutional trading

John Klingenstein joins Wertheim & Co.

Kenneth Fields joins Wertheim, focusing on individual asset management

Wertheim joint ventures with Schroder PLC and becomes Wertheim Schroder

Fred Klingenstein, John Klingenstein, and Ken Fields leave Wertheim Schroder to form Klingenstein Fields & Co., LP, now doing business as Klingenstein Fields Advisors

The firm continues to enjoy strong growth and, through its affiliate, acquires the assets of The Solaris Group, LLC, adding to its client service capabilities and investment management solutions

Klingenstein Fields Advisors opens South Florida office to serve its expanding client base

 

careers at Klingenstein Fields Advisors

KF Advisors fosters an inclusive, collaborative environment where each professional’s contribution is valued and recognized. We look for talented professionals with a passion for helping individuals and families achieve their  investment objectives and who enjoy working with a collegial team. If you are interested in being considered for a role at KF Advisors, please send a cover email and resume to info@klingenstein.com