Colleen Jones

Colleen M. Jones is a Partner and Senior Advisor at Klingenstein Fields Advisors in New York, NY, where she also serves as a Portfolio Manager. She is responsible for working closely with high-net-worth individuals, families, and non-profit institutions, providing tailored investment management and wealth planning solutions that address complex financial needs, including multi-generational wealth transfer and philanthropy.

With over 30 years of experience in the investment management industry since 1993, Colleen's expertise spans a broad array of asset classes including equities, fixed income, and alternative investments, with a focus on creating customized portfolios for discerning clients. She is recognized for her deep understanding of multi-asset portfolio construction and her commitment to delivering disciplined, objective financial counsel.

Prior to her current role, Colleen has held leadership positions at Klingenstein Fields Advisors, advancing to Partner through demonstrated excellence and client service. She is regarded within the firm and industry for her long-term client relationships, though public sources do not detail specific previous employers or her educational background. Her notable contributions include the development of bespoke investment strategies for complex client needs and helping to grow Klingenstein Fields Advisors into a leading wealth management firm for affluent clients.