Jon Roberts
Analyst-Equity bij Klingenstein, Fields & Co. LP
Actieve functies van Jon Roberts
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - |
| Portefeuillebeheerder-Aandelen | 01-01-1989 | - | |
| Compliance Officer | 01-01-2004 | 01-01-2016 |
Loopbaan van Jon Roberts
Eerdere bekende functies van Jon Roberts
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
| 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 | - |
Opleiding van Jon Roberts
| Phillips Exeter Academy | Undergraduate Degree |
| Brown University | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 7 |
| Canada | 2 |
Operationeel
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 2 |
Sectoraal
| Finance | 5 |
| Consumer Services | 4 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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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