Jason Klein's Location
Fort Myers, FL, US
Jason Klein's Work
- Director of Fixed Income @ HBKS Wealth Advisors
- Senior Portfolio Manager @ Jkmilne Asset Management
- Chief Investment Officer @ F.N.B. Corporation
- Senior Portfolio Manager @ Standish Mellon Asset Management Company
- Asset Backed Securities Trader @ Standish Mellon Asset Management Company
- Associate Portfolio Manager @ Standish Mellon Asset Management Company
- Performance Measurement Analyst @ Mellon Analytical Solutions
- Investment Analyst @ Legend Financial Advisors, Inc.
Jason Klein's 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's Skills
- Fixed Income
- Portfolio Management
- Asset Management
- Bloomberg
- Bonds
- Investments
- Asset Allocation
- Investment Management
- Alternative Investments
- Equities
Jason Klein's Summary
Jason Klein, based in Fort Myers, FL, US, is currently a Director of Fixed Income at HBKS Wealth Advisors, bringing experience from previous roles at Jkmilne Asset Management, f.n.b. Corporation and Standish Mellon Asset Management Company LLC. 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 Fixed Income, Portfolio Management, Asset Management, Bloomberg, Bonds and more, Jason Klein contributes valuable insights to the industry. Jason Klein has 3 emails and 1 mobile phone number on RocketReach.
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