Profile
Mr. Laurence E.
Ach, CFA MBA, is a Senior Advisor & Partner at Klingenstein, Fields & Co. LP, a Co-Chairman at Fedcap Rehabilitation Services, Inc. and a Secretary & Chairman-Investment Committee at Temple Israel.
He serves as a portfolio manager, responsible for managing the financial assets of clients.
He is a voting member of the Investment Policy Team and has a position on the Investment Committee, where he weighs in on security selection, tactical and strategic investment policies, and processes.
Prior to joining Klingenstein Fields Advisors, he was a Managing Director, Portfolio Manager, and Chief Investment Officer at First Republic Investment Management.
He was a Senior Vice President/Portfolio Manager at Lazard Freres Asset Management and headed Lynch and Mayer’s Private Asset Management Division.
He began his career with analytical and portfolio management responsibilities at Bankers Trust, General Reinsurance, and NSR Asset Management.
Mr. Ach graduated from Trinity College with a B.A. in History and received an M.B.A. in Finance from the Wharton School.
Larry Ach active positions
| Companies | Position | Start |
|---|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Portfolio Manager-Equities | 01/04/2008 |
Fedcap Rehabilitation Services, Inc.
Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Offers skills development and training programs | Chairman | - |
Temple Israel | Corporate Secretary | - |
Former positions of Larry Ach
| Companies | Position | End |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Equities | 31/12/2007 |
Lynch & Mayer, Inc.
Lynch & Mayer, Inc. Investment ManagersFinance Provides investment advice services | Corporate Officer/Principal | 31/12/1998 |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Corporate Officer/Principal | 31/12/1993 |
The Fedcap Group, Inc.
The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and business services | Chairman | - |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Corporate Officer/Principal | - |
Training of Larry Ach
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Klingenstein, Fields & Co. LP
Klingenstein, Fields & Co. LP Investment ManagersFinance KF Advisors aims to deliver strong risk-adjusted returns and follows a long-term investment approach that strives to preserve and grow clients’ assets, after taxes and the impact of inflation. The firm believes that portfolio diversification, utilizing a range of asset classes, including equity, fixed income and non-traditional assets, can potentially provide alpha and manage risk. KF Advisors utilizes both a top-down and bottom-up approach. | Finance |
Lynch & Mayer, Inc.
Lynch & Mayer, Inc. Investment ManagersFinance Provides investment advice services | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust treats investment management as an ongoing process to help clients achieve their future goals. The firm’s approach addresses their whole financial picture, from retirement planning to education funding to managing risk, and developing appropriate investment strategies for each area. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
General Reinsurance Group
General Reinsurance Group Property/Casualty InsuranceFinance Insurance concern | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance LAM offers products across a broad spectrum of asset classes, designed for different client types. The firm’s traditional and alternative investment services cover listed equity and fixed income investments in a wide range of global, regional and country specific strategies. Risk management is integral to their portfolio construction. They rely heavily on fundamental, bottom-up investment research. | Finance |
Trinity College (Connecticut)
Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a financial services trade group and networking forum for wall street | Commercial Services |
Fedcap Rehabilitation Services, Inc.
Fedcap Rehabilitation Services, Inc. Miscellaneous Commercial ServicesCommercial Services Offers skills development and training programs | Commercial Services |
Temple Israel | |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Fedcap Group, Inc.
The Fedcap Group, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a non-profit organization that provides education and business services | Commercial Services |
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