Registered Investment Advisors News


News items related to Registered Investment Advisors as issued by the Send2Press Newswire service on behalf of the noted news source.


Klingenstein Fields Advisors Adds Senior Planner to its Team

NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) — 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.

Klingenstein Fields Advisors Adds Senior Advisor to Its South Florida Team

NEW YORK, N.Y., Aug. 10, 2022 (SEND2PRESS NEWSWIRE) — 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. (UPDATED)