Colleen Marie Jones
Portfolio Manager-Equities at Klingenstein, Fields & Co. LP
Profile
Ms. Colleen M.
Jones is a Senior Vice President at Klingenstein, Fields & Co. LP.
She currently manages portfolios for wealthy families and individuals.
She is a Member of the Financial Women’s Association of New York and The New York Public Library's Planned Giving Advisory Board.
She also sits on the Fordham University President's Council.
Ms. Jones began her investment career at Warburg Pincus Asset Management.
She was responsible for managing equity and fixed income portfolios for high-net-worth individuals and affiliated institutions.
She continued her career at that organization which was acquired by Credit Suisse until joining Klingenstein, Fields & Co.
Ms. Jones graduated cum laude from Fairfield University with a B.A.
in Economics and received an M.B.A.
in Finance from Fordham University.
Colleen Marie Jones active positions
| Companies | Position | Start |
|---|---|---|
Klingenstein, Fields & Co. LP
 Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Portfolio Manager-Equities | 2002-12-31 |
Former positions of Colleen Marie Jones
| Companies | Position | End |
|---|---|---|
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Corporate Officer/Principal | 2002-12-30 |
| Warburg Pincus Asset Management, Inc. | Corporate Officer/Principal | - |
Training of Colleen Marie Jones
| Fairfield University | Undergraduate Degree |
| Fordham University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance Klingenstein, Fields & Co. LP, do-business-as Klingenstein Fields Advisors (KF Advisors), is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded by Ken Fields and Fred Klingenstein in 1989 as Klingenstein, Fields & Co. LLC. In 2020, they reverted to limited partnership form as Klingenstein, Fields & Co. LP. KF Advisors provides personalized wealth and investment management to address the complex needs of individuals, families and non-profit institutions and help them fulfill their legacies and financial goals. | Finance |
| Warburg Pincus Asset Management, Inc. | Finance |
Credit Suisse Asset Management LLC
Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Finance |
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