Kornfield Investment Management
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About

Passion.

Experience. Diligence.

History

Kornfield Investment Management is a registered investment adviser originally established in 1986. We are based in Lancaster, PA.  Kornfield Investment Management is a division of Kevin Hart Kornfield & Co., Inc.

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.
 

Get in touch

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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 20 years of experience in the financial services industry. He holds Series 7, 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