In Memoriam

Published: February 19, 2026

It is with deep sadness that we share the passing of Klingenstein Fields Advisors’ Partner, Colleen Jones. Colleen was our valued colleague, and she was always steadfastly devoted to her clients. Her work was extremely meaningful to her, and it brought her personal and professional joy and satisfaction to work with individuals and families to help them realize their purpose and mission.

Colleen began working at KF Advisors in 2003 and was an integral member of the firm, helping it to grow and thrive. Colleen graduated cum laude from Fairfield University with a B.A. in Economics and received an M.B.A. in Finance from Fordham University. She sat on the Fordham University Executive Committee of the President’s Council.

Our thoughts and sympathy are with Colleen’s family. Colleen will be deeply missed by both her clients and all of us at KF Advisors. We will strive to honor Colleen’s memory and her unwavering commitment to each of her clients. We are committed to carrying on Colleen’s legacy and serving all her clients with the same dedication, understanding, and commitment that Colleen applied.

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.