Jon Roberts
Analyst-Equity at Klingenstein, Fields & Co. LP
Jon Roberts active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
| Portfolio Manager-Equities | 01/01/1989 | - | |
| Compliance Officer | 01/01/2004 | 01/01/2016 |
Career history of Jon Roberts
Former positions of Jon Roberts
| Companies | Position | Start | End |
|---|---|---|---|
| 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 | - |
Training of Jon Roberts
| Phillips Exeter Academy | Undergraduate Degree |
| Brown University | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistics
International
| United States | 7 |
| Canada | 2 |
Operational
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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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