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

Published: September 21, 2021

NEW YORK, N.Y., September 21, 2021 (SEND2PRESS NEWSWIRE) – 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.”  

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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.