Klingenstein Fields Advisors
Garrett Zendman, CFA, currently serves as a Partner, Deputy Chief Operating Officer, and Senior Equity Research Analyst at Klingenstein Fields Advisors, a position held since May 2014, where responsibilities include developing investment ideas, conducting extensive financial analyses, and providing investment insights across various sectors. Prior experience includes roles as a Capital Markets & Equity Research Analyst Intern at C.L. King & Associates and a Summer Equity Research Analyst Intern at Klingenstein Fields Advisors. Educational credentials include an MBA in Finance and Corporate Accounting, a Master's in Finance, and a Bachelor's in Accounting with a minor in Economics from the University of Rochester and Ithaca College, respectively, complemented by financial modeling training at the Investment Banking Institute.
This person is not in any teams
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.