Klingenstein Fields Advisors
Alyssa Gelper is a seasoned professional in client relationship management and wealth advisory, currently serving as Managing Director in Client Relationship Management at Klingenstein Fields Advisors since September 2021. Previously, Alyssa held roles such as Wealth Strategy Consultant at Brown Brothers Harriman, Head of US Cross Divisional Business Development, and Senior Relationship Manager at HSBC Private Banking, where expertise in identifying wealth management opportunities and driving client acquisition was demonstrated. Earlier career experiences include positions at Bank of America as Director of Enterprise Client Coverage, Citi Group as Planning Strategist, Goldman Sachs as Wealth Advisor, and Fried Frank as Associate in Trust and Estates. Alyssa Gelper holds a Bachelor of Science in Economics from The Wharton School and a Juris Doctor degree from Cardozo School of Law.
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Klingenstein Fields Advisors
Klingenstein Fields Wealth Advisors (KFWA) are the stewards of their clients’ wealth. They provide customized financial and investment counsel, delivered with integrity, trust and the utmost in personal service. They take pride in their ability to become your financial partner, by your side now and for generations.