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About
Ian MacCallum is a partner at Klingenstein, Fields & Co. in New York, NY, where he leads wealth and investment management strategies tailored to high-net-worth individuals, families, and nonprofit organizations. His role emphasizes a client-centric approach, personalizing portfolio construction and risk management with a focus on both traditional and non-traditional asset classes, including equities, fixed income, and alternative investments.
MacCallum joined Klingenstein, Fields & Co. in 1999, initially serving as Senior Vice President, and has over four decades of experience in investment management. Before Klingenstein Fields, he held senior roles at J. & W. Seligman & Co. and U.S. Trust Company, with oversight of asset management for high-net-worth clients. His expertise covers asset allocation, wealth planning, and disciplined investment strategies across public and private markets.
He holds a Bachelor of Arts in Economics from Gettysburg College, class of 1973, and an MBA from Seton Hall University. MacCallum is also known for his involvement on several investment committees and as a trustee for educational and philanthropic organizations, reflecting his commitment to industry best practices and community engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| klingenstein, fields & co | partner | Unknown to Present | — |
Education
Gettysburg College
1969 — 1973
Skills & Expertise
Others at Klingenstein Fields & Co. LP (8)
| Name | Role | Location |
|---|---|---|
 | 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 |
B Brian S | Manager Research Associate | United States |
C Colleen Jones | Partner | New York, NY , United States |
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