Tag: Kenneth D. Pollinger
Klingenstein Fields Wealth Advisors promotes Maria Chambers, IACCP to Chief Compliance Officer
NEW YORK, N.Y. /New York Netwire/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.
Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.