Susan H. Curry
Operationeel Directeur bij Klingenstein, Fields & Co. LP
Profiel
Ms. Susan H.
Curry is a Chief Operating Officer & Senior Vice President at Klingenstein, Fields & Co. LP.
Ms. Curry started her career in the Private Investors department at Wertheim & Co., moving in the next year to Individual Capital Management as a portfolio assistant.
She worked closely with the firm’s investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions.
Ms. Curry became a Vice President of Wertheim Schroder & Co.
She graduated from the State University of New York at Oneonta with a B.A.
in Business Economics and Literature.
Actieve functies van Susan H. Curry
Bedrijven | Functie | Begin |
---|---|---|
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. | Operationeel Directeur | 01-01-1993 |
Eerdere bekende functies van Susan H. Curry
Bedrijven | Functie | Einde |
---|---|---|
Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | - |
Wertheim & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Susan H. Curry
The State University of New York | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
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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 |