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Klingenstein Fields Advisors Adds Senior Planner to its Team

Published: June 14, 2024

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, Andrew will guide clients through the many critical decisions surrounding their complex balance sheets, cash flow needs, legacy and philanthropic goals, and other planning considerations.

“Andrew contributes a wealth of knowledge to our team,” said Kenneth D. Pollinger, Chairman and Co-CEO. “His in-depth experience and expertise around holistic multi-generation planning, tax, philanthropy, pre-liquidity event planning, and estate planning broadens our wealth planning resources and will enable us to strengthen new and existing relationships.”

Andrew previously worked at SVB Private (a subsidiary of First Citizens Bank) where he served as a Director and Senior Wealth Strategist in the Family Office Services Group. Prior to that, Andrew was at First Republic Bank as an Advanced Planner, providing holistic financial planning services to a nationwide client base. Andrew began his career as an Analyst in the Mergers and Acquisitions Group of Anywhere Real Estate Inc., the largest franchiser of residential real estate brands in the U.S. Andrew earned a B.A. in Economics and Finance from Lafayette College and a M.S. in Taxation from Rutgers Business School.

 

About Klingenstein Fields Advisors

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.6 billion in assets as of 12/31/23. The firm offers a full complement of wealth, planning, and investment management to a broad array of individuals, multi-generational families, and institutions.

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.