Klingenstein Fields Advisors strengthens its South Florida team

In West Palm Beach, Florida, on April 29, 2025, Klingenstein Fields Advisors announced the expansion of its South Florida team by adding Christopher E. Havlicek as a Managing Director focused on client development. This strategic hiring aims to enhance the firm's presence in the critical South Florida market, indicating their commitment to addressing the specific needs of the region's clients. Havlicek's extensive background includes significant leadership roles at Palm Beach Capital and J.P. Morgan Private Bank, where he developed skills in marketing, fundraising, and client relations. The firm operates as an independent SEC-registered advisor, with approximately $4.7 billion in assets under management as of the end of 2024. Havlicek's experience in wealth planning and philanthropic advisory aligns closely with the company’s client-centric approach. His work will focus on collaborating with existing team members, including John A. Pavela, CFA, and Michael S. Schiff, J.D., AEP, TEP, as they work to provide tailored solutions for clients’ complex financial needs. Klingenstein Fields Advisors is positioned to enhance its service offerings not only in South Florida but also with the collaboration of professionals based in New York City. By integrating Havlicek into their team, the firm is poised to expand its reach and impact, addressing the diverse legacy and wealth planning needs of clients in this affluent region. Prior to his role at Klingenstein, Havlicek had a robust career, serving on various philanthropic boards across Florida and Massachusetts, showcasing his commitment to community engagement. His academic background, which includes a Bachelor of Arts from the University of Virginia, and his leadership in the university’s basketball team further underscore his dedication to excellence—be it in sports, philanthropy, or financial advisory.