Peter Klein's Location
New York, New York, United States
Peter Klein's Work
- Chief Investment Officer | Founder @ ALINE WEALTH
- Member @ Toniic
- Senior Vice President - Wealth Management @ UBS
- Managing Director, Partner @ Klein Wealth Management
- Member @ Exponent Philanthropy
- Member @ Philanthropy New York
- Member @ CFA Institute
- Senior Vice President @ Lehman Brothers
Peter Klein's Education
- Harvard Business School
(Management)
2019 - 2019 - Yale School of Management2014 - 2014
- Columbia University in the City of New York
(Education, Business)
2011 - 2011
- Zicklin School of Business
Master of Business Administration (Finance)
1991 - 1995 - Stony Brook University
Bachelor of Arts (Economics)
1983 - 1987 - The Bronx HS of Science
- The CFA Institute
(Investment Analysis, Management)
Peter Klein's Skills
- Investments
- Finance
- Financial Services
- Wealth Management
- Portfolio Management
- Alternative Investments
- Asset Management
- Equities
- Mutual Funds
- Investment Management
Peter Klein's Summary
Peter Klein, based in New York, New York, United States, is currently a Chief Investment Officer | Founder at Aline Wealth, bringing experience from previous roles at Toniic, Ubs, Klein Wealth Management and Exponent Philanthropy. Peter Klein holds a 2019 - 2019 Harvard Business School. With a robust skill set that includes Investments, Finance, Financial Services, Wealth Management, Portfolio Management and more, Peter Klein contributes valuable insights to the industry. Peter Klein has 4 emails and 1 mobile phone number on RocketReach.
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