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Jonathan Roberts, CFA, CIC
Partner at Klingenstein Fields Advisors
Jonathan Roberts, CFA, CIC, is a Partner at Klingenstein Fields Advisors, a registered investment adviser, focused on working with individuals, families, and institutions to achieve their financial goals through customized planning and investment advice.
Jonathan holds an MBA in Finance and International Business from NYU Stern School of Business, an AB in Psychology from Brown University, and has studied at Phillips Exeter Academy.
With a background as a Partner and Portfolio Manager at Klingenstein Fields Advisors and prior experience as Vice President at Wertheim, Schroder & Co., Jonathan brings a wealth of expertise in financial management.
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Location
New York, New York, United States
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See who you know in common with Jonathan