Jon Roberts
Analyst-Equity presso Klingenstein, Fields & Co. LP
Posizioni attive di Jon Roberts
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
Klingenstein, Fields & Co. LP
 Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Analyst-Equity | 01/01/1989 | - |
| Gestore di Portafoglio-Azioni | 01/01/1989 | - | |
| Responsabile della Conformità | 01/01/2004 | 01/01/2016 |
Storia della carriera di Jon Roberts
Precedenti posizioni note di Jon Roberts
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| Wertheim & Co., Inc. | Corporate Officer/Principal | 01/01/1986 | - |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 01/11/2011 | - |
Prescott Investors, Inc.
 Prescott Investors, Inc. Investment ManagersFinance Prescott Investors, Inc. is a hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Thomas Smith in 1973. They manage the assets of high-net-worth clients. | Analyst-Equity | 01/01/1981 | - |
Formazione di Jon Roberts
| Phillips Exeter Academy | Undergraduate Degree |
| Brown University | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
| Canada | 2 |
Posizioni
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 2 |
Settori
| Finance | 5 |
| Consumer Services | 4 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
Prescott Investors, Inc.
Prescott Investors, Inc. Investment ManagersFinance Prescott Investors, Inc. is a hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Thomas Smith in 1973. They manage the assets of high-net-worth clients. | Finance |
| Wertheim & Co., Inc. | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Finance |
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