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Klingenstein Fields Advisors Employee Directory

Investment ManagementNew York, United States11-50 Employees

Klingenstein Fields Advisors is a privately owned investment management firm that operates as a Registered Investment Adviser, providing portfolio management and investment advisory services to a client base that includes high net worth individuals and families, trusts, estates, IRAs, charitable institutions, foundations, endowments, personal pension and profit-sharing plans, and private investment funds. Founded in 1989 as the successor to Wertheim Schroder Individual Capital Management, the firm is based in New York City with an additional office in West Palm Beach, Florida. The company is part of the investment management industry and maintains a policy of not accepting endorsements on social media in line with SEC rules. In 2025, the firm expanded its South Florida presence with the appointment of Christopher E. Havlicek as Managing Director of Client Development. The firm has been recognized as a Top 100 Registered Investment Advisor by Barron's in 2024.

Find Klingenstein Fields Advisors employees' phone numbers or email addresses

Klingenstein Fields Advisors Global Highlights

Location
Employees

North America
65

Minus sign iconPlus sign icon
  • United States Of America
    65

Klingenstein Fields Advisors's Leadership

  • Ceo at Klingenstein Fields Advisors
    J. K.
    Ceo
    Mobile Phone
  • Chief Compliance Officerand Vice President at Klingenstein Fields Advisors
    K. E.
    Chief Compliance Officerand Vice President
    Mobile Phone
  • Chief Compliance Officerand Vice President at Klingenstein Fields Advisors
    R. G.
    Chief Compliance Officerand Vice President
    Mobile Phone
  • Co-Chairman at Klingenstein Fields Advisors
    L. P.
    Co-Chairman
    Mobile Phone
  • Assistant To The President And Chief Executive Officer at Klingenstein Fields Advisors
    S. S.
    Assistant To The President And Chief Executive Officer
    Mobile Phone
  • Assistant Vice President at Klingenstein Fields Advisors
    E. C.
    Assistant Vice President
    Mobile Phone
  • Senior Vice President at Klingenstein Fields Advisors
    J. H.
    Senior Vice President
    Mobile Phone
  • Vice President at Klingenstein Fields Advisors
    K. P.
    Vice President
    Mobile Phone

Klingenstein Fields Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Research
  • Analytics
  • Operations
  • Administrative
  • Customer Success
  • Other
  • Engineering
  • Banking
  • Finance
  • Business
  • Entrepreneurship
  • Legal

Contact profiles from Klingenstein Fields Advisors

Name
Title
Contact
Location
Last Update
  • Ceo at Klingenstein Fields Advisors
    J. K.
    Ceo
    Mobile Phone
    Jan 07, 2026
  • Chief Compliance Officerand Vice President at Klingenstein Fields Advisors
    K. E.
    Chief Compliance Officerand Vice President
    Mobile Phone
    Oct 16, 2024
  • Co-Chairman at Klingenstein Fields Advisors
    L. P.
    Co-Chairman
    Mobile Phone
    Oct 17, 2024
  • Chief Compliance Officerand Vice President at Klingenstein Fields Advisors
    R. G.
    Chief Compliance Officerand Vice President
    Mobile Phone
    Oct 16, 2024
  • Assistant To The President And Chief Executive Officer at Klingenstein Fields Advisors
    S. S.
    Assistant To The President And Chief Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Assistant Vice President at Klingenstein Fields Advisors
    E. C.
    Assistant Vice President
    Mobile Phone
    Oct 17, 2024
  • Senior Vice President at Klingenstein Fields Advisors
    J. H.
    Senior Vice President
    Mobile Phone
    Oct 17, 2024
  • Vice President at Klingenstein Fields Advisors
    K. P.
    Vice President
    Mobile Phone
    May 22, 2025
  • Vice President, Investor Relations at Klingenstein Fields Advisors
    M. P.
    Vice President, Investor Relations
    Mobile Phone
    Oct 16, 2024
  • Assistant Vice President at Klingenstein Fields Advisors
    T. C.
    Assistant Vice President
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Klingenstein Fields Advisors known for?

Minus sign iconPlus sign iconKlingenstein Fields Advisors was founded in 1989 and operates in the Investment Management industry. You can contact Klingenstein Fields Advisors's main corporate office by phone at
+1-212-492-****
. Explore Klingenstein Fields Advisors's company overview page for more information.

What is Klingenstein Fields Advisors's most common email format?

Minus sign iconPlus sign iconKlingenstein Fields Advisors employees' email format typically follows the pattern of First.Last@klingenstein.com. Trying to find reliable and up-to-date employee contact data? Find more Klingenstein Fields Advisors email formats with LeadIQ.

How many employees does Klingenstein Fields Advisors have currently?

Minus sign iconPlus sign iconKlingenstein Fields Advisors has approximately 43 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Klingenstein Fields Advisors's key employees and leadership?

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As of August 2026, Klingenstein Fields Advisors's key employees include:

  • Ceo: J. K.
  • Chief Compliance Officerand Vice President: K. E.
  • Chief Compliance Officerand Vice President: R. G.
  • Co-Chairman: L. P.
  • Assistant To The President And Chief Executive Officer: S. S.

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