Klingenstein Fields Advisors Expands Its South Florida Team

Published: April 29, 2025

Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices located at 515 North Flagler Drive in West Palm Beach. Chris will be working closely with John and Mike, as well as the firm’s New York-based professionals, to help prospective clients identify and address their complex philanthropic, legacy, and wealth planning needs. “This enhanced presence and valuable addition to our team demonstrates our continued commitment to serving the key south Florida market,” said John Pavela. “Chris has longstanding roots in the community and possesses deep experience in creating integrated solutions for individuals and families with significant assets. His client-focused, personalized approach aligns strongly with Klingenstein Fields Advisors, and we look forward to his contributions in expanding our presence in south Florida and beyond.”

Prior to Klingenstein Fields Advisors, he was the Chief Marketing Officer of Palm Beach Capital, spearheading the firm’s marketing, fundraising, deal sourcing, and community involvement efforts. Before that, Chris was the Florida Market Manager and Managing Director at J.P. Morgan Private Bank. Prior to J.P. Morgan Private Bank, he was with Goldman Sachs in Boston and New York. Chris has served on several philanthropic boards throughout Florida and Massachusetts and holds a Bachelor of Arts from the University of Virginia, where he was a three-time All-ACC Academic Team member and captain of the men’s varsity basketball team.

“I am excited about the opportunity to help Klingenstein Fields Advisors’ clients grow and preserve their wealth for generations to come,” said Chris. “I believe that our approach to working with individuals and families helps us deliver solutions and services that can enhance their financial well-being.”

About Klingenstein Fields Advisors

Klingenstein Fields Advisors is an independent SEC-registered advisor with approximately $4.7B in AUM (as of 12/31/24), with offices in New York City and West Palm Beach. For over 35 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management. For more information about KF Advisors, please contact us at 212.492.7000 or visit us at www.klingenstein.com

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.