Author Archives: Klingenstein Fields Advisors

Klingenstein Fields Advisors named to America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y., July 18, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.

Image caption: Klingenstein Fields Advisors named to America’s Top RIAs.

“We are pleased to receive this honor,” said Kenneth D. Pollinger, Chairman and Co-CEO. “To be included in FA Magazine’s 2025 RIA Rankings is a reflection of the hard work, dedication, and effort of the entire KF Advisors team to provide our clients with personalized solutions and service.”

James W. Fields, President and Co-CEO, added, “We believe that the focus on our fiduciary responsibility of always acting in our clients’ best interests is what allows us to consistently fulfill our clients’ expectations and grow as a firm.”

Each year, Financial Advisor Magazine conducts a voluntary survey of independent RIAs filing their own Form ADV reports with the SEC and providing financial planning and related services to individual investors. Participation in the survey is free and open to qualifying firms. The rankings are based on total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics, with firms ordered from largest to smallest based on their year-end assets under management.

More information can be found on the FA Magazine website (PDF): https://www.fa-mag.com/userfiles/0000000000002025_IMAGES_ALL/FA_ISSUES_2025/FA_JULAUG_2025/2025_RIA_Rank_Online.pdf

About Klingenstein Fields Advisors:

KF Advisors, an independent SEC-registered advisor based in New York City, 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 over 35 years.

More information: http://www.klingenstein.com/.

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NEWS SOURCE: Klingenstein Fields Advisors

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Klingenstein Fields Advisors Expands Its South Florida Team

WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) — 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.

Photo caption: Christopher E. Havlicek.

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 https://www.klingenstein.com/.

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Photo caption: Christopher E. Havlicek.

NEWS SOURCE: Klingenstein Fields Advisors

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Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2024. "We are honored to receive this recognition," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This accomplishment is a team effort that would not be possible without the valuable contribution of each and every individual at KF Advisors."

James W. Fields, President and Co-CEO, added, "It is a true reflection of our commitment to serving our clients with comprehensive wealth management solutions and high-touch service to help them achieve their financial goals."

This is Barron's eighth annual ranking of RIA firms and recognizes top advisory firms nationwide. To be considered, firms must complete an extensive questionnaire, submitting information on both qualitative and quantitative criteria, including total assets under management (AUM), revenue generation, regulatory record, staffing levels and diversity, technology spending and succession planning. KF Advisors did not pay a fee to participate in the survey.

KF Advisors, an independent RIA based in New York City, with approximately $4.5 billion in (AUM) as of 12/31/23, 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 over 35 years.

More information: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2024. "We are honored to receive this recognition," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This accomplishment is a team effort that would not be possible without the valuable contribution of each and every individual at KF Advisors."

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y. /ScoopCloud/ -- 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.

More information: https://www.klingenstein.com/

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.

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors Named as one of America’s Top RIAs by Financial Advisor Magazine

NEW YORK, N.Y. /ScoopCloud/ -- Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

"We are pleased to receive this honor," said Kenneth D. Pollinger, Chairman and Co-CEO. "To be included in FA Magazine's 2023 RIA Rankings is a reflection of the hard work, dedication, and effort of the entire KF Advisors team to provide our clients with personalized solutions and service."

"We believe that the focus on our fiduciary responsibility of always acting in our clients' best interests is what allows us to consistently fulfill our clients' expectations and grow as a firm," added James Fields, President and Co-CEO.

Each year, FA Magazine conducts a voluntary survey of independent RIAs filing their own ADVs with the SEC and providing financial planning and related services to individual investors. No fee or membership is required to participate in the survey. The annual survey evaluates total assets, year-over-year growth in assets, growth in assets per client, and other firm characteristics. Financial Advisor magazine orders firms from largest to smallest based on their assets under management at the year end. More information can be found on the FA Magazine website.

KF Advisors is an independent SEC-registered advisor based in New York City. For over 30 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.

More information: http://www.klingenstein.com/.

Financial Advisor Magazine has released its annual Registered Investment Advisor (RIA) rankings for 2023, and Klingenstein Fields Advisors is proud to announce that it has been ranked as one of the top RIAs with $1.0 billion or more in assets.

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

According to Barron's, the independent advisor industry has grown to encompass "more than 14,000 firms," meaning that firms ranking in the Top 100 represent less than 1% of all RIAs. Firms are asked to complete an extensive questionnaire in order to be considered, encompassing "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; and succession planning." Barron's then verifies the data and applies its proprietary ranking formula to the data.

"To be recognized for this honor for the second year in a row is a huge achievement," said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. "This is a team effort that is not possible without the valuable contribution of each and every person at KF Advisors."

"It is a true reflection of our commitment to serving our clients with comprehensive wealth management solutions and high-touch service to help them achieve their financial goals," added James Fields, President and Co-CEO of KF Advisors.

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent registered advisor based in New York City. For over 30 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.

More information: http://www.klingenstein.com/.

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https://www.barrons.com/advisor/report/top-financial-advisors/ria?mod=faranking_subnav

Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron's Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron's seventh annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach. Michael and John, along with the firm's New York-based professionals, will work with existing clients in south Florida and spearhead the firm's growth efforts in this key market.

These enhanced resources will enable KF Advisors to provide a comprehensive and bespoke range of wealth management, planning, and investment solutions, accompanied by high-touch personalized service.

"Michael will be an invaluable addition to the south Florida team," said John Pavela. "He is deeply rooted in the community and brings a wealth of experience in integrated wealth management and helping families navigate complex financial issues. His client-centric philosophy and hands-on approach align well with KF Advisors, and I look forward to working with him to expand our presence in south Florida."

Michael joins KF Advisors from Fiduciary Trust Company International, where he was responsible for business growth and relationship management for individuals, families, and philanthropic institutions, domestically and internationally. Prior to Fiduciary Trust, Michael held leadership roles in business development and relationship management with several other organizations, including Glenmede Trust, Amicorp Services, PNC Wealth Management, BNY Mellon, and US Trust. He began his financial services career at Prudential Securities. Prior to entering wealth management, Michael was in private practice as an attorney specializing in estate planning, family law, and complex commercial transactions.

"For over 30 years, KF Advisors has been providing customized wealth planning and investment management to help clients protect, preserve, and grow their wealth," said Michael Schiff. "I share KF Advisors' commitment to working closely with clients and their families to wisely and effectively manage their financial lives."

Michael earned his J.D. from the Cardozo School of Law and holds a B.A. in History with a minor in Business from the University at Albany, SUNY. He holds the Accredited Estate Planner (AEP) designation conferred by the National Association of Estate Planning Councils (NAEPC), is a Registered Trusts and Estates Practitioner (TEP), and a full member of the Society of Trusts and Estate Planning Practitioners (STEP). Michael is active in industry and community organizations, serving as President of the East Coast Estate Planning Council and Chair of STEP Gold Coast Florida. He is a founding member of the South Florida Chapter of the Exit Planning Exchange (XPX) and is on the Professional Advisors Committee of the Jewish Federation of South Palm Beach County.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

More information: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) welcomes Michael S. Schiff, J.D., AEP, TEP, as a Managing Director based in the Boca Raton area. He will be joining John A. Pavela, CFA, Managing Director, who heads KF Advisors' south Florida team from its new offices located at 777 South Flagler Drive in West Palm Beach.

Related link: https://www.klingenstein.com/

Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

"We recognize that many of our clients spend a portion of their time in Florida, and we wanted to provide a local presence they could easily access. In addition, Florida is a dynamic market with strong growth prospects for us. This gives us 'feet on the ground' to help accelerate our growth," said Kenneth D. Pollinger, Chairman & Co-CEO of KF Advisors.

Heading up the West Palm Beach Office will be a new addition to the KF Advisors team, John A. Pavela, CFA, Managing Director. John brings strong experience in wealth and investment management and will be responsible for new business development and managing client relationships, providing guidance on a range of wealth, planning, and investment management issues. John was most recently with BMO Wealth Management as Regional Director of Investments. Prior to that, he held leadership roles in Investment Management, Wealth Management, and Trust Administration at First Union National Bank (later known as Wachovia National Bank). John began his career at LaSalle National Bank & Trust in Chicago.

He holds the Chartered Financial Analyst designation and is a member of the CFA Society of South Florida. John earned a B.S. in Finance from Florida State University and received an M.B.A. in Finance from the Kellstadt Graduate School of Business at DePaul University.

"John really knows the Florida market and has a deep knowledge of the complex issues faced by wealthy individuals and families. We found that his approach and client-first mindset really align well with that of KF Advisors. We are fortunate to have him heading up our Florida effort," said James Fields, President and Co-CEO of KF Advisors.

About Klingenstein Fields Advisors:

Klingenstein Fields Advisors represents two privately held independent Registered Investment Advisors managing approximately $4.0 billion in assets. The firm offers a full array of wealth, planning, and investment management to a broad array of individuals, families, and institutions.

Learn more: https://www.klingenstein.com/

Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm's long-standing commitment to the market and provides a home base from which to operate.

Related link: http://www.klingenstein.com

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 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.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Related link: http://www.klingenstein.com

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

Related link: http://www.klingenstein.com

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

Related link: http://www.klingenstein.com

Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors). KF Advisors provides comprehensive wealth and investment management services to high-net-worth individuals, families, and nonprofit organizations.

The June 2019 asset acquisition of Solaris Advisors, LLC and related entities (Solaris) by KF Group, LP represented a significant expansion in serving institutional clients, including endowments and foundations. The new brand name not only reflects the integration of the two legacy brands, Solaris and KFWA, but also KF Advisors' single firm approach and equal commitment to both its wealth and nonprofit clients.

"Our firm has always provided high-quality, personalized wealth and investment management to our clients. We are proud of and respect that legacy, and we also recognize the increasingly diverse range of clients whom we serve," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "We will continue to add expertise, resources, and capabilities designed to enhance our clients' experiences and results, while maintaining the high-touch service, customized strategies, and sophisticated solutions we have always delivered."

"We are focused on finding ways to better serve our clients now and in the future. This change in name results from our client-centric view, broader set of offerings, and recognition of our expanded client base," affirmed Susan H. Curry, Senior Vice President and Chief Operating Officer. "Our clients will continue to be served by the same dedicated teams with whom they have always worked, supported by the full depth and breadth of KF Advisors professionals."

Klingenstein Fields Advisors, representing two privately held independent Registered Investment Advisors, manages over $3.9 billion in assets on behalf of its individual and institutional clients. Its 2019 acquisition of the assets of Solaris further enhanced its team of experienced wealth and investment management professionals and expanded its range of investment solutions.

More information: https://www.klingenstein.com/.

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Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

Related link: http://www.klingenstein.com