NEW YORK, NY, June 28, 2022 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is thrilled to announce the opening of an office in West Palm Beach to serve the South Florida market. Establishing a physical presence in South Florida demonstrates the company’s longstanding commitment to the market and provides a base from which to operate.
“We recognize that many of our clients spend part of their time in Florida, and we wanted to provide a local presence that they could easily access. Additionally, Florida is a dynamic market with strong growth prospects for us. It gives us “feet on the ground” to help us accelerate our growth,” said Kenneth D. Pollinger, chairman and co-CEO of KF Advisors.
The West Palm Beach office will be led by a new addition to the KF Advisors team, John A. Pavela, CFA, Managing Director. John brings a strong wealth and investment management background and will be responsible for new business development and client relationship management, providing advice on a range of wealth management, planning and investment matters. John most recently worked at BMO Wealth Management as a Regional Investment Manager. Previously, he held senior positions 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 holds a bachelor’s degree in finance from Florida State University and an MBA in finance from DePaul University’s Kellstadt Graduate School of Business.
“John really knows the Florida market and has a deep understanding of the complex issues faced by high net worth individuals and families. We have found that his client-focused approach and mindset aligns really well with that of KF Advisors. We are fortunate to have him leading our efforts in Florida,” said James Fields, president and co-CEO of KF Advisors.
About Klingenstein Fields Advisors:
Klingenstein Fields Advisors represents two private independent registered investment advisers who manage approximately $4.0 billion in assets. The company provides a full range of wealth management, planning and investment services to a wide range of individuals, families and institutions.
Find out more: https://www.klingenstein.com/
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NEWS SOURCE: Klingenstein Fields Advisors
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