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Jonathan Roberts, CFA, CIC

Partner at Klingenstein Fields Advisors

Jonathan B. Roberts is a Partner and Portfolio Manager at Klingenstein Fields Advisors, a wealth management firm based in New York.1 As a senior member of the firm, he is responsible for managing client financial assets and is involved in key investment decisions.1

Professional Background

Jonathan holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations, which are prestigious credentials in the investment management industry.12 He is a voting member of the Investment Policy Team and has a position on the Investment Committee at Klingenstein Fields Advisors, where he contributes to security selection, tactical and strategic investment policies, and processes.1

Experience

Prior to joining Klingenstein Fields Advisors, Jonathan held several notable positions in the financial industry:

  • Managing Director, Portfolio Manager, and Chief Investment Officer at First Republic Investment Management
  • Senior Vice President/Portfolio Manager at Lazard Freres Asset Management
  • Head of Lynch and Mayer's Private Asset Management Division1

He began his career with analytical and portfolio management responsibilities at institutions such as Bankers Trust, General Reinsurance, and NSR Asset Management.1

Expertise

Jonathan's expertise lies in:

  • Portfolio management for high-net-worth individuals and institutions
  • Investment policy development
  • Security selection and analysis
  • Strategic and tactical asset allocation

Professional Involvement

Jonathan has been active in professional organizations, having served on various committees of the CFA Society New York.1 This involvement demonstrates his commitment to the investment management profession and ongoing professional development.

Jonathan Roberts is a respected figure in the wealth management industry, combining his extensive experience with advanced credentials to provide sophisticated investment management services to Klingenstein Fields Advisors' clients.

Highlights

Oct 30 · blackstone.com
Jonathan Roberts - Blackstone
Jonathan Roberts - Klingenstein Fields Advisors - SmartAdvisor Match
Mar 13 · bmofundcentral.com
Jonathan Roberts | BMO Fund Central
Mar 2 · swisspreneur.org
EP #303 - Jonathan Roberts: A Comprehensive Guide To M&A

Related Questions

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Jonathan Roberts, CFA, CIC
Jonathan Roberts, CFA, CIC, photo 1
Jonathan Roberts, CFA, CIC, photo 2
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Location

New York, New York, United States