Peter Klein Location
New York, NY, US
Peter Klein Work
- 2020 - now Chief Investment Officer | Founder @ ALINE WEALTH
- 2013 - now Managing Director, Partner @ Klein Wealth Management at HighTower
- 2018 - now Member @ Toniic
- 2011 - now Member @ Exponent Philanthropy
- 2005 - now Member @ Philanthropy New York
- 1998 - now Member @ CFA Institute
- 1994 - 2013 Senior Vice President - Wealth Management @ UBS Group AG
- 1991 - 1994 Senior VP @ Lehman Brothers
Peter Klein Education
- Harvard Business School
Executive Program (Building a Legacy: Family Office Wealth Management)
2019 - 2019 - Yale School of Management
(The Endowment Institute Certificate Program)
2014 - 2014 - Columbia University
Executive Education-Certifcate (Graduate School of Business-Value Investing)
2011 - 2011
- City University of New York-Baruch College - Zicklin School of Business
MBA (Finance)
1991 - 1995 - Stony Brook University
BA (Economics)
1983 - 1987 - The CFA Institute
(Investment Analysis & Portfolio Management)
- The Bronx HS of Science
(Westinghouse (Intel) Science Talent Search Award--Semi-Finalist)
Peter Klein Skills
- Asset Management
- Portfolio Management
- Investments
- Investment Management
- Alternative Investments
- Wealth Management
- Mutual Funds
- Equities
- Financial Services
- Finance
Peter Klein Summary
Peter Klein, based in New York, NY, US, is currently a Chief Investment Officer | Founder at ALINE WEALTH. Peter Klein brings experience from previous roles at Klein Wealth Management, Toniic, Exponent Philanthropy and Philanthropy New York. Peter Klein holds a 2019 - 2019 Executive Program in Building a Legacy: Family Office Wealth Management @ Harvard Business School. With a robust skill set that includes Asset Management, Portfolio Management, Investments, Investment Management, Alternative Investments and more. Peter Klein has 4 emails and 1 mobile phone numbers on RocketReach.
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Top ALINE WEALTH Employees
-
Peter Klein
Chief Investment Officer | Founder at ALINE WEALTH
New York, NY, US45+ -
Gina Grippo-Martinez
Financial Advisor at ALINE WEALTH
New York, NY, US35 -
Brian Westerman
Senior Associate at ALINE WEALTH
New York, NY, US2 -
Catherine Crunden
Executive Director at ALINE WEALTH
Melville, NY, US24 -
Peter Klein
Chief Investment Officer Founder at ALINE WEALTH
New York, New York, United States22 -
Summer Marfani
Intern at ALINE WEALTH
United States2
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