Mike Champness

Mike Champness is Head of Equity Research and a Partner at Klingenstein Fields Advisors in New York, where he leads the equity research team and directs investment strategies for a diverse client base including high-net-worth individuals, families, and institutions. In this senior position, he is responsible for overseeing the development of equity research processes, portfolio construction, and integration of investment analytics to support client objectives.

His specific expertise lies in fundamental equity research, with a focus on U.S. large-cap equities and portfolio management across varied industry sectors, tailored to client needs. Champness also guides asset allocation frameworks and investment policy development, leveraging deep insights into equity markets and investment analytics.

Prior to joining Klingenstein Fields in 2004, Champness held roles at U.S. Trust as an Assistant Vice President and Associate Portfolio Manager, and began his career in Performance Measurement at Glenmede Trust Company. He holds a CFA designation, an M.B.A. with honors in Finance and Accounting from the Wharton School at the University of Pennsylvania, and a B.A. in Economics from Georgetown University, reflecting a strong foundation in investment research, portfolio management, and client advisory.