Bruce Klein Location
- Chicago, IL, US
Bruce Klein Work
- 2018 - now Managing Director @ CIBC Private Wealth Management
- 2017 - now Managing Director @ CIBC Atlantic Trust Private Wealth Management
- 2004 - 2017 Principal and Investment Advisor and Fixed Income Strategist @
- 1999 - 2004 Vice President @
- 1990 - 1999 Vice President @ Mercantile Bancshares
- 1986 - 1990 Vice President @
Bruce Klein Education
- The University of Chicago - Booth School of Business 1984 - 1986
- Rutgers University 1978 - 1982
Bruce Klein Skills
- Fixed Income
- Portfolio Management
- Asset Allocation
- Investment Management
- Investment Strategies
- Equities
- Hedge Funds
- Asset Managment
- Series 7
- Investment Advisory
- Equity Research
- Bloomberg
- Investments
- Mutual Funds
- Securities
- Wealth Management
- Series 63
- Capital Markets
- Alternative Investments
- Asset Management
- Equity Valuation
- Trading
- Finance
- Financial Analysis
Bruce Klein Summary
- Bruce Klein, based in Chicago, IL, US, is currently a Managing Director at CIBC Private Wealth Management. Bruce Klein brings experience from previous roles at CIBC Atlantic Trust Private Wealth Management, Geneva Advisors, Raymond James and Mercantile Bancshares. Bruce Klein holds a 1984 - 1986 The University of Chicago - Booth School of Business. With a robust skill set that includes Fixed Income, Portfolio Management, Asset Allocation, Investment Management, Investment Strategies and more. Bruce Klein has 1 emails and 1 mobile phone numbers on RocketReach.
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