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KLS Professional Advisors, LLC Employee Directory

Investment ManagementNew York, United States51-200 Employees

KLS Professional Advisors, LLC operates in the investment management sector as a private wealth advisory firm. It provides wealth management and private banking services aimed at addressing the complex needs of families with substantial assets. The firm serves clients globally and reports assets under management of more than $6.7 billion as of December 31, 2019. Headquartered in New York City, the company is positioned within the private wealth management space. In 2019, industry reporting described a merger with Boston Private Wealth, reflecting a notable corporate development.

Find KLS Professional Advisors, LLC employees' phone numbers or email addresses

KLS Professional Advisors, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

KLS Professional Advisors, LLC's Leadership

  • Stylized image of a person
    D. S.
    Systems Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. C.
    Investment Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. W.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. H.
    Phone icon
    Mobile Phone

KLS Professional Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Recruiting
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from KLS Professional Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. S.
    Systems Engineer
    Phone icon
    Mobile Phone
    Apr 22, 2024
  • Stylized image of a person
    J. C.
    Investment Analyst
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    H. W.
    Phone icon
    Mobile Phone
    Jul 13, 2023
  • Stylized image of a person
    R. H.
    Phone icon
    Mobile Phone
    Dec 31, 2023

Frequently Asked Questions

What is KLS Professional Advisors, LLC known for?

Minus sign iconPlus sign iconKLS Professional Advisors, LLC was founded in 1989 operates in the Investment Management industry. Explore KLS Professional Advisors, LLC's company overview page for more information.

What is KLS Professional Advisors, LLC's most common email format?

Minus sign iconPlus sign iconKLS Professional Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more KLS Professional Advisors, LLC email formats with LeadIQ.

How many employees does KLS Professional Advisors, LLC have currently?

Minus sign iconPlus sign iconKLS Professional Advisors, LLC has approximately 51 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are KLS Professional Advisors, LLC's key employees and leadership?

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As of July 2026, KLS Professional Advisors, LLC's key employees include:

  • Systems Engineer: D. S.
  • Investment Analyst: J. C.
  • : H. W.
  • : R. H.

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