Kenneth Fields

Kenneth H. Fields is the Portfolio Manager (Wertheim & Co.) and Executive Chairman at Klingenstein Fields Advisors, a New York-based SEC registered investment adviser specializing in customized portfolio management for high-net-worth individuals and institutional clients. He co-founded the firm after serving as Director of Wertheim Asset Management Services, where he led the Individual Capital Management Division and helped design investment solutions tailored for substantial private asset portfolios. At Klingenstein Fields Advisors, Fields is responsible for overseeing investment strategy, asset allocation, and overall portfolio risk management, with a strong emphasis on mid to large-cap equities, global value strategies, and multi-asset solutions for wealth preservation and growth.

Fields's investment expertise covers U.S. and international equities, private equity, fixed income, alternative investments, hedge funds, and multi-asset class portfolio construction. Throughout his career, he has contributed significantly to the development of KF Advisors’ disciplined research process and expanded the firm’s reach in global markets through their renowned Global Value Strategy. His early analytical experience at Lehman Brothers honed his valuation and equity research skills, forming the foundation for his comprehensive approach to portfolio management.

Kenneth Fields holds an MBA in Investment from Harvard Business School and graduated summa cum laude with a BS in Investments and Securities from Fordham University. He is recognized for his expertise in risk budgeting, due diligence, financial regulation, and corporate governance, and has served as a thought leader in shaping the firm’s customized advisory solutions and institutional-caliber investment platform.