Spencer Klein Email & Phone Number
Director, Sr. Portfolio Manager @ BMO Wealth Management - U.S.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Spencer Klein Location
- Chicago, IL, US
Spencer Klein Work
- 2019 -now Director, Sr. Portfolio Manager @
- 2011 -2019 Vice President and Sr. Portfolio Manager @
- 2011 -2012 Adjunct Professor @
- 2008 -2010 Sr. Portfolio Manager @ MainStreet Advisors
- 1999 -2008 Sr. Investment Advisor @
- 1998 -1999 VP and Portfolio Manager @
- 1995 -1998 Portfolio Manager @ Feldman Securities Group
- 1993 -1994 Assistant @ Shearson Smith Barney
Spencer Klein Education
- University of Chicago
MBA (Economics, Finance)
2000-2003 - University of Chicago
BA (Economics)
1988-1992
Spencer Klein Skills
- Investments
- Portfolio Management
- Bonds
- Investment Strategies
- Hedge Funds
- Finance
- Asset Allocation
- Asset Management
- Strategy
- Financial Markets
- Wealth Management
- Financial Advisory
- Fixed Income
- Mutual Funds
- New Business Development
- Private Equity
- Risk Management
- Investment Management
- Leadership
- Sales
- Financial Modeling
- Strategic Planning
- Financial Analysis
Spencer Klein Summary
- Spencer Klein, based in Chicago, IL, US, is currently a Director, Sr. Portfolio Manager at BMO Wealth Management - U.S.. Spencer Klein brings experience from previous roles at MB Financial Bank, Keller Graduate School of Management, MainStreet Advisors and JPMorgan. Spencer Klein holds a 2000 - 2003 MBA in Economics, Finance @ University of Chicago. With a robust skill set that includes Investments, Portfolio Management, Bonds, Investment Strategies, Hedge Funds and more. Spencer Klein has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Spencer Klein?
Find contact details for 700 million professionals.
Others Named Spencer Klein
Spencer Klein
Principal
Austin, TX, US
Spencer Klein
Partner and Co-Head of Mergers and Acquisitions
New York, NY, US
Spencer Klein
Senior Scientist and Staff Scientist
Berkeley, CA, US
Spencer Klein
Head of Distribution
Santa Monica, CA, US
Spencer Klein
VP Strategy and Finance
Salt Lake City, UT, US
Spencer Klein
Chief Financial Officer
Cambridge, MA, US
Spencer Klein
Director of Enterprise Systems
Yakima, WA, US
Spencer Klein
Senior Data Analyst
Denver, CO, US
Spencer Klein
Senior Sales and Revenue Operations Analyst
New York, NY, US
Top BMO Wealth Management - U.S. Employees
Mollie Gawronski
Managing Director
Chicago, IL, US
Manshi Shah
Private Wealth Advisor, Vice President
Chicago, IL, US
David Askew
Managing Director, Central Administration
Chicago, IL, US
Sharon Fong
Managing Director, Trust Real Estate
Los Angeles, CA, US
Ali Nafii
Managing Director
San Diego, CA, US
Christopher McClear
Managing Director, Trust - FL and DE
Hinsdale, IL, US
Brett Sanchez
Managing Director
Chicago, IL, US
Rigo Limas
Vice President of Digital Product Strategy
Chicago, IL, US
Michele Havens
President
Los Angeles, CA, US
Jacqueline Crowley
Managing Director
Minneapolis, MN, US
Robyn del Fierro
Managing Director
Palo Alto, CA, US
Kathy Weber
Managing Director, BMO Private Bank
Chicago, IL, US
Kamran Sadr
Managing Director, Portfolio Manager
New York, NY, US
Chris Gold
Managing Director
Dallas, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co