LeadIQ logo
Learn more at LeadIQ.com
Klingenstein Fields Advisors logo

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
67

Minus sign iconPlus sign icon
  • United States Of America
    67

Klingenstein Fields Advisors's Leadership

  • Stylized image of a person
    J. K.
    Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. E.
    Chief Compliance Officerand Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. G.
    Chief Compliance Officerand Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. P.
    Co-Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. S.
    Assistant To The President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Assistant Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. J.
    Director Of Research & Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Senior Vice President
    Phone icon
    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 Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Ceo
    Phone icon
    Mobile Phone
    Jan 07, 2026
  • Stylized image of a person
    K. E.
    Chief Compliance Officerand Vice President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    L. P.
    Co-Chairman
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. G.
    Chief Compliance Officerand Vice President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    S. S.
    Assistant To The President And Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    E. C.
    Assistant Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    G. J.
    Director Of Research & Senior Vice President
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. H.
    Senior Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. P.
    Vice President
    Phone icon
    Mobile Phone
    May 22, 2025
  • Stylized image of a person
    M. P.
    Vice President, Investor Relations
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Klingenstein Fields Advisors known for?

Minus sign iconPlus sign iconKlingenstein Fields Advisors was founded in 1989 operates in the Investment Management industry; you can contact the 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 . 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 July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.