Jason Klein Email & Phone Number
Director of Fixed Income @ HBKS Wealth Advisors
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Jason Klein Location
- Pittsburgh, PA, US
Jason Klein Work
- Director of Fixed Income @ (July 2022 - Present)
- Senior Portfolio Manager @ JKMilne Asset Management (September 2018 - July 2022)
- Chief Investment Officer @ (March 2014 - September 2018)
- Senior Portfolio Manager @ (October 2006 - March 2014)
- Asset Backed Securities Trader @ (June 2005 - October 2006)
- Associate Portfolio Manager @ (November 2003 - June 2005)
- Performance Measurement Analyst @ Russell/Mellon Analytical Services (July 2002 - November 2003)
- Investment Analyst @ (May 1998 - July 2002)
Jason Klein Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA)
2003-2006 - Indiana University of Pennsylvania
Bachelor of Science (BS) (Major- Finance, Minor- Economics)
1995-1999
Jason Klein Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bonds
- Derivatives
- Equities
- Fixed Income
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Trading
Jason Klein Summary
- Jason Klein, based in Pittsburgh, PA, US, is currently a Director of Fixed Income at HBKS Wealth Advisors. Jason Klein brings experience from previous roles at JKMilne Asset Management, F.N.B. Corporation and Standish Mellon Asset Management. Jason Klein holds a 2003 - 2006 Master of Business Administration (MBA) @ University of Pittsburgh Joseph M. Katz Graduate School of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds and more. Jason Klein has 1 emails on RocketReach.
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