Susan H. Curry
Chief Operating Officer at Klingenstein, Fields & Co. LP
Profile
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.
Susan H. Curry 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. | Chief Operating Officer | 1992-12-31 |
Former positions of Susan H. Curry
Companies | Position | End |
---|---|---|
Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | - |
Wertheim & Co., Inc. | Corporate Officer/Principal | - |
Training of Susan H. Curry
The State University of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 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 |
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