Jaime Steers

Jaime Steers is a seasoned professional in client relationship management and investment advisory, currently serving as Head of Client Relationship Management and Partner at Klingenstein Fields Advisors since May 2019, where responsibilities include leadership and senior advisory roles. Prior experience includes Associate Director at Truvvo Partners, formerly known as Roundtable Investment Partners, from April 2014 to May 2019, and a position in investment management at Willett Advisors LLC from October 2010 to April 2014. Early career experience involved working as a paralegal at Cahill Gordon & Reindel from July 2008 to October 2010. Jaime Steers holds an MBA from Fordham Gabelli School of Business (2011-2013) and a B.A. from Kenyon College (2004-2008).