timely communications &
insights to keep you informed

NEW YORK, N.Y., June 14, 2024 — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director.  Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized wealth planning, […]

NEW YORK, N.Y., Sept. 28, 2021 (SEND2PRESS NEWSWIRE) — 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. […]

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 […]

NEW YORK, N.Y., Jan. 12, 2021 (SEND2PRESS NEWSWIRE) — 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 […]

NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) — 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 […]