Will Klein Email & Phone Number
Chief Investment Officer @ Baldwin Wealth Partners
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Will Klein Location
- New York, NY, US
Will Klein Work
- 2024 -now Chief Investment Officer @
- 2022 -2024 Managing Director, Investments @
- 2020 -2022 Vice President, Portfolio Strategy @
- 2015 -2020 Senior Analyst @
- 2013 -2015 Research Analyst @
Will Klein Education
- Bard College
Bachelor’s Degree
2008-2012 - Fordham Preparatory School
High School
2004-2008
Will Klein Skills
- Microsoft Office
- Equity Research
- Microsoft Excel
- Financial Modeling
- Bloomberg Terminal
- FactSet
- Customer Service
- Strategic Planning
- Wealth Management
- PowerPoint
- Leadership
- Portfolio Management
Will Klein Summary
- Will Klein, based in New York, NY, US, is currently a Chief Investment Officer at Baldwin Brothers - Wealth Management. Will Klein brings experience from previous roles at Baldwin Brothers - Wealth Management and Highland Associates; Birmingham, AL. Will Klein holds a 2008 - 2012 Bachelor’s Degree @ Bard College. With a robust skill set that includes Microsoft Office, Equity Research, Microsoft Excel, Financial Modeling, Bloomberg Terminal and more. Will Klein has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Baldwin Wealth Partners Employees
Taylor Baldwin
COO
Marion, MA, US
Ellen Stone
Partner
Marion, MA, US
Will Klein
Chief Investment Officer
New York, NY, US
Bill Marvel
Managing Partner
Marion, MA, US
Bob Belmore
Accounts and Billing Coordinator
Lakeville, MA, US
Ari Lazar
Investment Analyst
Skokie, IL, US
Craig Dumas
Managing Director, Client Advisor
United States
Suzanne Blom
Senior Client Service Associate
Middleborough, MA, US
Andrew McIntire
Managing Partner
Mattapoisett, MA, US
Steven Dean
Chief Compliance Officer
United States
Kimberly Tirrell
Advisor and Managing Director
Boston, MA, US
Lena Seland
Family Office Manager
Boston, MA, US
John Mannix
Partner
Plymouth, MA, US
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