Susan H. Curry
Directeur des opérations chez Klingenstein, Fields & Co. LP
Profil
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.
Postes actifs de Susan H. Curry
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur des opérations | 01/01/1993 |
Anciens postes connus de Susan H. Curry
| Sociétés | Poste | Fin |
|---|---|---|
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | - |
| Wertheim & Co., Inc. | Corporate Officer/Principal | - |
Formation de Susan H. Curry
| The State University of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
| 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 |
