Klingenstein Fields Wealth Advisors’ SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association’s 2016 Annual Leadership Conference
NEW YORK, N.Y., May 11, 2016 (SEND2PRESS NEWSWIRE) — Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management firm with approximately $3 billion in assets under management, welcomed attendees with insightful opening remarks at the Investment Adviser Association’s (IAA) 2016 Annual Leadership Conference.