![Susan H. Curry](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Susan H. Curry
Directeur des opérations chez
Klingenstein, Fields & Co. LP
Profil
Ms. Susan H.
Curry is a Chief Operating Officer & Partner at Klingenstein, Fields & Co. LP.
She supervises client service administration and operations at Klingenstein Fields Advisors in addition to working directly with certain clients on their account management.
As a member of Klingenstein Fields Advisors’ senior leadership team, she works to set the strategic direction for the firm and is involved with many aspects of managing the business.
Prior to Klingenstein Fields Advisors, she was with Wertheim Schroder & Co., the successor firm to Wertheim & Co., where she began her career as a sales assistant in the Private Investors department before moving to the Individual Capital Management as a portfolio assistant.
Ms. Curry 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 KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Directeur des opérations | 01/01/1993 |
Anciens postes connus de Susan H. Curry
| Sociétés | Poste | Fin |
|---|---|---|
Wertheim Schroder & Co., Inc.
 Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Corporate Officer/Principal | - |
Wertheim & Co., Inc. | Corporate Officer/Principal | - |
Formation de Susan H. Curry
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
23
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Finance |
Wertheim Schroder & Co., Inc.
Wertheim Schroder & Co., Inc. Investment Banks/BrokersFinance Brokerage firm | Finance |
The State University of New York
 The State University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wertheim & Co., Inc. | Finance |
