Klingenstein Fields Advisors

Kenneth Pollinger is a financial advisor at Klingenstein Fields Advisors with over 10 years of industry experience. He holds a Series 65 designation and has worked at Klingenstein Fields & Co., L.L.C. and KF Group, L.P. since 2013. Additionally, he serves as a director and member of the audit committee at Brandywine Trust Company, a Delaware non-deposit trust company. Klingenstein Fields Advisors provides discretionary portfolio management and investment advice to individuals, families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a closed-architecture core equity strategy combined with an open-architecture asset allocation framework, utilizing both internal models and external managers, with a focus on long-term, team-based fundamental research.

Jonathan Roberts is a CFA® and CIC credentialed financial advisor with 20 years of industry experience. He has been with Klingenstein Fields Advisors and its predecessor entities since 2004, currently serving at Klingenstein, Fields & Co., L.P. in New York, NY. Klingenstein Fields Advisors provides discretionary portfolio management and related investment advice to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research process with a long-term orientation, combining a closed-architecture core equity strategy with an open-architecture asset allocation framework that includes external managers and funds.

David Raphael is a financial advisor at Klingenstein Fields Advisors with experience spanning multiple roles at the firm since 2019, interrupted by a two-year tenure at Yieldstreet. He holds Series 63 and Series 65 licenses. Klingenstein Fields Advisors provides discretionary portfolio management, financial planning, and advisory services to individuals, high-net-worth families, trusts, foundations, endowments, and pooled investment vehicles, including private investment funds. The firm employs a team-based, fundamental research approach with a long-term orientation, managing both core equity model portfolios and asset allocation frameworks, and is notable for its role as a private fund adviser and sponsor.

Laurence Ach is a financial advisor at Klingenstein Fields Advisors in New York, NY, with four years of industry experience. He holds the CIC, Series 63, and Series 65 designations. Ach has been with Klingenstein Fields since 2010, initially at Klingenstein, Fields & Co., L.L.C. before continuing with the firm following its reorganization. Klingenstein Fields Advisors provides discretionary portfolio management and investment advice to individuals, high-net-worth families, trusts, estates, foundations, endowments, and pooled investment vehicles. The firm employs a team-based, fundamental research process and combines a closed-architecture core equity strategy with an open-architecture asset allocation framework utilizing external managers, mutual funds, and ETFs.