Jon Roberts
Analyst-Equity at Klingenstein, Fields & Co. LP
Profile
Mr. Jonathan B.
Roberts, CFA MBA, is a Senior Vice President at Klingenstein, Fields & Co. LP.
Combining investment research and portfolio management with direct client relationships, he also served as the firm’s Chief Compliance Officer from 2004-2016 and investors as an observer on the boards of several private venture companies.
Mr. Roberts began his career as an Associate of The Diebold Group, Inc., Prescott Investors, Inc. and Wertheim & Co., Inc. and joined Klingenstein, Fields & Co. at its formation.
He graduated from Phillips Exeter Academy and Brown University with an A.B.
in Psychology, attended L’Institut d’Etudes Politiques de Paris and received an M.B.A.
in Finance from New York University Stern School of Business.
He holds the Chartered Financial Analyst and Chartered Investment Counselor designations.
Jon Roberts active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 1988-12-31 |
Former positions of Jon Roberts
| Companies | Position | End |
|---|---|---|
| Wertheim & Co., Inc. | Corporate Officer/Principal | - |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | - |
Prescott Investors, Inc.
 Prescott Investors, Inc. Investment ManagersFinance Prescott Investors, Inc. is a hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Thomas Smith in 1973. They manage the assets of high-net-worth clients. | Analyst-Equity | - |
Training of Jon Roberts
| Phillips Exeter Academy | Undergraduate Degree |
| Brown University | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Prescott Investors, Inc.
Prescott Investors, Inc. Investment ManagersFinance Prescott Investors, Inc. is a hedge fund manager headquartered in Boca Raton, Florida. The firm was founded by Thomas Smith in 1973. They manage the assets of high-net-worth clients. | Finance |
| 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 |
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