Tag Archives: Registered Investment 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 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 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/