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About
Brian S serves as Manager Research Associate at Klingenstein Fields Advisors, where he is responsible for researching and overseeing both traditional and alternative investments. In this role, he plays a key part in supporting the firm's investment due diligence and manager selection processes, ensuring a rigorous approach to asset allocation for high-net-worth and institutional clients.
His investment coverage spans a diverse range of asset classes, including equities, fixed income, and alternative strategies, aligning with the firm’s focus on providing customized solutions for complex client needs. Brian works closely with senior investment professionals to identify and analyze fund managers across these sectors, helping construct portfolios tailored to clients’ risk and return objectives.
Prior to joining Klingenstein Fields Advisors in 2022, there is no publicly available information regarding Brian S’s earlier career roles or educational credentials. His contributions support the firm’s legacy of delivering disciplined, research-driven investment management to families, individuals, and nonprofit organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Klingenstein Fields Advisors | Manager Research Associate | Aug 2022 to Present | — |
Others at Klingenstein Fields & Co. LP (8)
| Name | Role | Location |
|---|---|---|
I Ian Maccallum | partner | New York, NY , United States |
 | Partner and Portfolio Manager | New York, NY , United States |
 | Portfolio Manager (Wertheim and Co.) | New York, NY , United States |
 | Senior Vice President, Portfolio Manager | New York, NY , United States |
 | Partner - Portfolio Manager, Equity Research and Trading | New York, NY , United States |
M Mike Champness | Analyst | New York, NY , United States |
 | Head of Manager Research and Portfolio Manager | Rockville Centre, NY , United States |
C Colleen Jones | Partner | New York, NY , United States |
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| Name | Role | Fund | Location |
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 | Vice President, Investment Solutions | Shufro Rose & Co. LLC | New York, NY , United States |
A Anthony Dunleavy | Head of Delta One Trading | Mirae Asset Securities (usa) Inc. | Hartsdale, NY , United States |
A Anthony Gelato | Associate | Mirae Asset Securities (usa) Inc. | New York, NY , United States |
 | Head Trader and Vice President | Braun Stacey Associates Inc. | United States |
