Le Lézard
Classified in: Business
Subject: PER

Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner at KF Advisors


NEW YORK, Jan. 12, 2021 /PRNewswire/ -- Klingenstein Fields Advisors (KF Advisors)*, a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor. He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNERtm. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

*LOGO link for media: https://www.Send2Press.com/300dpi/20-0826s2p-kfadv-logo-300dpi.jpg

This release was issued through Send2Press®, a unit of Neotrope®. For more information, visit Send2Press Newswire at https://www.Send2Press.com

?

SOURCE Klingenstein Fields Wealth Advisors


These press releases may also interest you

at 09:50
Operation HOPE and SBA Forge Strategic Alliance to Empower Small Businesses Across America
Operation HOPE, a national nonprofit dedicated to fostering entrepreneurship and financial literacy, proudly announces the extension of a landmark Strategic Alliance Memorandum (SAM) signing with the U.S. Small Business Administration (SBA),...

at 09:38
Nonprofits from Inception Fertility and Caden Lane Team Up to Expand Financial Accessibility to Fertility Care
The Wyatt Foundation and The Conceive Fertility Foundation announce today a joint partnership that will award $15,000 grants to five individuals/couples who need in vitro fertility (IVF) to build their families. Launching during National Infertility...

at 09:38
Commons Clinic Invests $9.75M in Advanced Spine Surgery Center; Launches Next-Gen Ambulatory Surgical Platform "Theater"
New platform and surgery center investment adds advanced facility capabilities to specialty care network, strengthening in-person treatment and attracting leading orthopedic surgeons and physiciansWith Theater launch, value-based MSK care visionary...

at 09:32
GLOW PRODUCTION BREAKS INTO NORTH AMERICA TO CONNECT AAA STUDIOS WITH GLOBAL AUDIENCES
GLOW Production, a leading cinematic development company in Malaysia, today announced it is opening its business to North American studios that have struggled to find sufficient international resources that can meet expedited pipelines and deliver...

at 09:30
Perma-Pipe International Holdings, Inc. Announces Fourth Quarter and Fiscal 2023 Financial Results
Perma-Pipe International Holdings, Inc. announced today financial results for the fourth quarter and 2023 fiscal year ended January 31, 2024. "Net sales for the fourth quarter were $40.2 million, an increase of $3.8 million as compared to the same...

at 09:30
BRIX Holdings Enters Into a Definitive Agreement to Acquire Clean Juice, Expanding "Good-For-You" Offerings Nationwide
BRIX Holdings, LLC ("BRIX"), the multi-brand franchising portfolio group specializing in restaurant brands with superior products including Friendly's, Red Mango and Orange Leaf, announced today it has entered into a definitive agreement to acquire...

More news about Business...


News published on and distributed by: