Laurence Ach
Senior Vice President, Portfolio Manager at Klingenstein Fields & Co. LP
About
Laurence Ach is a Senior Vice President and Portfolio Manager at Klingenstein Fields & Co. LP in New York, NY, with over 30 years of experience in investment management. He is responsible for developing and implementing customized investment strategies for high-net-worth individuals, families, and non-profit institutions, focusing on equity and multi-asset class portfolios. His approach emphasizes disciplined planning, risk management, and long-term wealth preservation, leveraging his deep expertise in portfolio construction and asset allocation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Klingenstein Fields Advisors | Senior Vice President, Portfolio Manager | Apr 2008 to Present | Work with clients to meet their financial goals |
| First Republic Bank | Managing Director | Jan 1999 to Jan 2008 | — |
| Lynch & Mayer | Sr. V. P. | Jan 1994 to Jan 1999 | — |
Education
Wharton Business School
MBA, Finance
1970 — 1972
Trinity College-Hartford
BA, History
1965 — 1969
Skills & Expertise
Hedge Funds
Strategy
Equity Research
Due Diligence
Portfolio Management
Asset Management
Equities
Private Equity
Public Speaking
Investments
Strategic Planning
Financial Modeling
Alternative Investments
Valuation
Marketing
Strategic Partnerships
Fixed Income
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 |
 | 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 |