History
Kornfield Investment Management is a registered investment adviser originally established in 1986. We are based in Lancaster, PA.
Philosophy
Our investment philosophy is to minimize risk via the selection of quality securities, working to achieve long-term capital appreciation of client accounts. Our goal is to create a partnership with clients, providing professional investment services as they move through personal and family life stages.
Speciality
Our firm specializes in the research and analysis of companies recommended for client portfolios. Kornfield Investment Management's strategy is to find securities of issuers that are developing strong fundamentals. Our research analysis investigates company sales and earnings, cash flow, balance sheet strength, new products, and demonstrated management ability and commitment to shareholder interests. We monitor these securities for performance, tax advantages, and appreciation. Accounts may include, for example, dividend-paying stocks, preferred stocks, and individual bonds. Our philosophy seeks to achieve growth and income via a concentrated selection of securities from a diverse group of industries.
Since we are an independent firm, we pride ourselves on investment research that is free of the pressures to please large corporate clients.
WE OFFER OUR CLIENTS
Traditional, confidential, personalized customer service.
Professional staff focused and committed to meeting the needs of clients.
Independent investment research and advice.
Financial advisers dedicated to building long-term relationships with clients.
Key Staff Members
President
Kevin Hart Kornfield
Mr. Kornfield's financial career began in 1976 with the Wall Street municipal bond office of Chicago's Harris Bank, followed by investment positions at a regional bank and a national brokerage firm. Mr. Kornfield holds a Bachelor of Business Administration from Emory University, and an MBA from Penn State.
His goal is to help clients manage their wealth, providing one-to-one customer service, professional expertise, and advice.
Education
PENN STATE UNIVERSITY
MBA
EMORY UNIVERSITY
B.A., Business Administration
Responsibilities
Portfolio Manager
Adviser
Research Analyst
Manager, advisory operations
Alan Walsh
Mr. Walsh graduated from Franklin and Marshall College in 1990. Alan joined Kornfield Investment Management in January 2016, and has 25 years of experience in the financial services industry. He holds Series 7, 24, 63 and 65 securities licenses. He is responsible for investment operations and client service.
Education
FRANKLIN & MARSHALL COLLEGE
BA
Responsibilities
Investment Operations
Client service
Office Manager
Sandra Bair
Ms. Bair has been with Kornfield Investment Management since 2001. Prior to joining our firm, she had 13 years of experience in the banking industry. She is responsible for accounting, office operations and client support services.
Education
J.P. McCASKEY HIGH SCHOOL
Responsibilities
Accounting
Office Operations
Client Support Services