Klingenstein Fields Advisors Appoints New Managing Director

News Summary

Klingenstein Fields Advisors announces Christopher E. Havlicek as the new Managing Director of their South Florida office, enhancing their wealth management services. With over 35 years of dedication to the market, KF Advisors is set to elevate client relationships and offerings. Havlicek brings a wealth of experience from notable firms including J.P. Morgan and Goldman Sachs, and is passionate about helping clients grow their wealth for future generations.

Exciting News for West Palm Beach: Klingenstein Fields Advisors Welcomes a New Managing Director!

West Palm Beach, Florida, just got a little brighter with the announcement that Klingenstein Fields Advisors (KF Advisors) has appointed Christopher E. Havlicek as their new Managing Director in the South Florida Office. This exciting development was revealed on April 29, 2025, and it’s sure to make waves in the community.

Who is Christopher E. Havlicek?

Havlicek is not new to the finance world. With an impressive resume that includes high-profile roles such as the former Chief Marketing Officer of Palm Beach Capital and the Florida Market Manager for J.P. Morgan Private Bank, he brings a wealth of experience to his new role. Previously, Havlicek has also worked at Goldman Sachs in both Boston and New York, making him a skilled addition to the KF Advisors team.

An Impressive Team and Mission

At KF Advisors, Havlicek will join forces with existing team members including John A. Pavela, a Senior Advisor and Partner, along with Michael S. Schiff, who is also a Managing Director focusing on Client Development. Together, they will be dedicating their efforts to helping clients navigate their philanthropic, legacy, and wealth planning needs. The firm is committed to serving the South Florida market for over 35 years, tailoring their services to fit individual, family, and organizational financial goals.

Setting Up for Success

The KF Advisors office is conveniently located at 515 North Flagler Drive in beautiful West Palm Beach, where Havlicek will work closely with both the local team and professionals based in New York. This collaboration is designed to enhance the firm’s offerings and deepen their client relationships.

About Klingenstein Fields Advisors

As of the end of December 2024, KF Advisors holds an impressive $4.7 billion in assets under management (AUM). This firm specializes in customized wealth planning and investment management, focusing on the unique goals of each client. Their long-standing presence and expertise in the industry give clients peace of mind when it comes to managing their wealth.

Havlicek’s Personal Vision

Havlicek is passionate about helping clients grow and preserve their wealth for future generations. He holds a bachelor’s degree from the prestigious University of Virginia, where he was a dedicated three-time member of the All-ACC Academic Team and served as the captain of the men’s varsity basketball team. His leadership and academic accolades give insight into his commitment to excellence—traits that will serve him well as he embarks on this new chapter at KF Advisors.

Contact Your New Financial Ally!

If you’re looking for personalized advice and services to meet your wealth management needs, Klingenstein Fields Advisors is here to help. You can reach out to their office at 212.492.7000 or visit their [website](https://www.klingenstein.com/) for more information.

With Christopher Havlicek on board, KF Advisors is sure to bring even more innovative solutions and personalized service to clients in the South Florida area. The community can look forward to growth and sustainability in wealth management, making for an exciting time ahead!

Deeper Dive: News & Info About This Topic

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• Tahlequah Daily Press: Klingenstein Fields Advisors Expands Its South Florida Team
• Encyclopedia Britannica: Wealth Management
• Florida Newswire: KF Advisors Adds Senior Advisor Michael S. Schiff
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