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\nIn this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients on a range of wealth, planning and investment management issues, as well as overseeing the growth of the firm\u2019s client base.<\/p>\n
NEW YORK, N.Y., May 6, 2020 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.<\/p>\n
\nIn this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients on a range of wealth, planning and investment management issues, as well as overseeing the growth of the firm\u2019s client base.<\/p>\n
Mr. Crofton joins the firm from BNY Mellon where he was a Senior Wealth Director advising high-net-worth individuals and families, helping them address complex planning and investment management needs. Prior to that, he held a similar role at U.S. Trust.<\/p>\n
Mr. Crofton began his career in institutional fixed income and equity sales and trading. He earned a B.A. in Economics from the University of Pennsylvania.<\/p>\n
\u201cAndy\u2019s significant experience in serving high-net-worth and institutional clients\u2019 investment management needs, combined with his institutional securities trading background, gives him a unique perspective that will strongly benefit our clients,\u201d said Kenneth D. Pollinger, CEO and Co-Chairman of KFWA. \u201cWe look forward to his involvement and the customized guidance that he will provide to our clients.\u201d<\/p>\n
More information: https:\/\/www.klingenstein.com\/<\/a>.<\/p>\n
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