Klingenstein Fields Advisors Bolsters South Florida Team with Veteran Executive Christopher E. Havlicek
Advisor - People | Apr 29, 2025 | EIN
Klingenstein Fields Advisors, a leading independent, SEC-registered advisory firm with approximately $4.7 billion in assets under management, has announced a strategic expansion of its South Florida team by appointing Christopher E. Havlicek as Client Development, Managing Director. Havlicek joins an already established team in West Palm Beach, working alongside John A. Pavela, CFA, and Michael S. Schiff, J.D., AEP, TEP to support the firm's clientele with comprehensive wealth planning, philanthropic, and legacy solutions. The addition highlights Klingenstein Fields' commitment to deepening its presence in South Florida and leveraging Havlicek's extensive expertise in marketing and client solutions. Havlicek’s previous roles include Chief Marketing Officer at Palm Beach Capital and leadership positions at J.P. Morgan Private Bank and Goldman Sachs. The firm's expansion reflects its dedication to providing personalized and integrated financial services, fostering relationships that cater to individual and family wealth management needs.
Sectors
- Wealth Management
- Financial Advisory Services
Geography
- United States – The article mentions Klingenstein Fields Advisors' operations in New York City and West Palm Beach, indicating the firm's geographic focus within the United States.
- Florida – The article specifically highlights the firm's expansion in South Florida, showcasing the importance of this region to Klingenstein Fields Advisors' strategic growth.
Industry
- Wealth Management – The article focuses on Klingenstein Fields Advisors, a firm dedicated to wealth planning and management for individuals and families, indicating its role in the Wealth Management industry.
- Financial Advisory Services – Klingenstein Fields Advisors is an SEC-registered advisor, which positions it within the Financial Advisory Services sector, providing investment management and financial solutions.
Financials
- $4.7 Billion – Assets under management by Klingenstein Fields Advisors as of December 31, 2024.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Christopher E. Havlicek | Client Development, Managing Director | People | Havlicek is a new appointee at Klingenstein Fields Advisors, bringing extensive experience in wealth management, marketing, and community involvement to the firm. |
| Klingenstein Fields Advisors | Wealth Management Firm | Company | An independent SEC-registered advisor with around $4.7 billion in AUM, focusing on personalized investment management and wealth planning. |
| John A. Pavela, CFA | Senior Advisor, Partner | People | A key member of the South Florida team at Klingenstein Fields Advisors. |
| Michael S. Schiff, J.D., AEP, TEP | Client Development, Managing Director | People | A member of the South Florida team at Klingenstein Fields Advisors. |