Jim Klein Email & Phone Number
Principal, Financial Advisor @ CAPTRUST
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Jim Klein Location
- Overland Park, KS, US
Jim Klein Work
- Principal, Financial Advisor @ (December 2025 - Present)
- Principal, Sr. Portfolio Manager @ Meritage Portfolio Management (October 1986 - December 2025)
Jim Klein Education
- The University of Chicago Booth School of Business
Master of Business Administration - MBA
1978-1980 - The University of Chicago Booth School of Business 1978-1980
- The University of Chicago Booth School of Business
Master of Business Administration - MBA (Finance, General)
1978-1980 - The Wharton School
BS Economics (Finance)
1974-1978 - University of Pennsylvania
Bachelor of Science - BS (Finance, General)
1974-1978 - University of Pennsylvania
Bachelor of Arts - BA (Finance, General)
1974-1978
Jim Klein Skills
- Equities
- Portfolio Management
- Asset Allocation
- Bloomberg
- Investments
- Asset Managment
- Asset Management
- Alternative Investments
- Investment Strategies
- Fixed Income
- Investment Management
- Investment Advisory
- Mutual Funds
- Wealth Management
Jim Klein Summary
- Jim Klein, based in Overland Park, KS, US, is currently a Principal, Financial Advisor at CAPTRUST. Jim Klein brings experience from previous roles at Meritage Portfolio Management. Jim Klein holds a 1978 - 1980 Master of Business Administration - MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Equities, Portfolio Management, Asset Allocation, Bloomberg, Investments and more. Jim Klein has 4 emails and 1 mobile phone numbers on RocketReach.
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