AeroLeads people directory · profile
Dave Klein Email & Phone Number
Senior Portfolio Strategist, Director of Analytics
at
Merritt Point Partners LLC
2 work emails found
@davids.org
11 phones found area 602, 510, 314, 520, and 616
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Strategist, Director of Analytics
Location
Oakland, California, United States
Company size
Who is Dave Klein? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dave Klein is listed as Senior Portfolio Strategist, Director of Analytics at Merritt Point Partners LLC, a company with 4 employees, based in Oakland, California, United States. AeroLeads shows a work email signal at davids.org, phone signal with area code 602, 510, 314, 520, 616, and a matched LinkedIn profile for Dave Klein.
Dave Klein previously worked as Senior Portfolio Strategist, Director of Analytics at Oakland-Based Investment Management Firm and Executive Education Lecturer at Haas School Of Business. Dave Klein holds Mfe, Financial Engineering from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at Merritt Point Partners LLC
This section adds company-level context without repeating Dave Klein's masked contact details.
{first}@davids.org
89% confidence
AeroLeads found 2 current-domain work email signals for Dave Klein. Compare company email patterns before reaching out.
Profile bio
About Dave Klein
Winner of 2013 NAAIM Wagner Award for Advances in Active Investment Management. Creator of credit-informed tactical asset allocation strategy. Designer of first listed North American credit index futures contract. Deep technical experience from 14 years as a software developer. Builder of asset allocation & risk tools. Thinker of 'deep' thoughts about correlation and volatility. Specialties: carbon markets, quantitative finance, machine learning, asset allocation, long-term volatility/correlation modeling.Weaknesses: inability to take himself too seriously. 'Deep' thoughts? Really?
Listed skills include Quantitative Finance, Credit Derivatives, Tactical Asset Allocation, Portfolio Management, and 11 others.
Current workplace
Dave Klein's current company
Company context helps verify the profile and gives searchers a useful next step.
Merritt Point Partners Llc
14 roles · 21 years
Dave Klein work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Strategist, Director Of Analytics
Current
Oakland-Based Investment Management Firm
Dec 2018 - Present
Executive Education Lecturer
Taught MFE pre-program course, “C++ Programming for Financial Engineers”
Dec 2009 - Mar 2022
Investment Risk Officer - Office Of The Chief Investment Officer
University Of California Office Of The President
Busy building crisis risk agent-based models. Leverage, liquidity, forced selling, oh my....
Feb 2016 - Nov 2018
Founder
Plansteady
Designed and led implementation of PlanSteady's personal financial planning tool.Now in beta, check us out at plansteady.com
Jun 2015 - Nov 2018
Founding Partner
Capital Context
Co-developed CapCon's business strategy and recruitment of strategic partnersCreated Capcon's Tactical Asset Allocation model and equity indicatorCreated CapCon's Capital Structure Factor model Managed CapCon's A-List Model Equity PortfolioManaged CapCon's cloud-based infrastructure for model development and deploymentTechnical Skills utilized: Java, R.
Jan 2011 - Jun 2015
Senior Research Analyst, Manager Cdr Credit Indices
Credit Derivatives Research
Managed CDR's Model Equity PortfolioDeveloped equity-only trading strategy based on equity-credit relative value modelsRebalanced credit-driven long/short equity portfolio dailyPublished daily commentary on interplay between credit and equity marketsCreated CDR's Capital Structure Arbitrage (CSA) platform Built quantitative models for trading CDS vs..
May 2006 - Dec 2010
Project Manager
Feb 2004 - Mar 2005
Intern
Symphony Asset Management
2005 - 2005
Sr. Software Engineer
Attachstor
Sep 2002 - Feb 2004
Principal
Optiga, Llc
Jan 2001 - Sep 2002
Vice President - Development, Chief Technology Officer
Abilityware, Inc
AbilityWare provided web personalization and relationship marketing solutions to small and mid-sized companies.Architected and led development of company's Web personalization and marketing platform.Platform completely distributed, parallel and scalable on commodity hardware.Created customer-preference models for the company's recommendation.
Jul 1999 - Dec 2000
Project Leader
Viasoft Inc.
Viasoft marketed application analysis tools for legacy systems. Led multiple, concurrent product development teams.Won company award for technical due diligence that enabled quick entry into new market.
Oct 1993 - Feb 1998
Software Engineer
Viasoft Inc.
Jan 1990 - Aug 1991
3 education records
Dave Klein education
Mfe, Financial Engineering
University Of California, Berkeley, Haas School Of Business
A.M., Mathematics
Washington University In St. Louis
A.B., Mathematics
Washington University In St. Louis
FAQ
Frequently asked questions about Dave Klein
Quick answers generated from the profile data available on this page.
What company does Dave Klein work for?
Dave Klein works for Merritt Point Partners LLC.
What is Dave Klein's role at Merritt Point Partners LLC?
Dave Klein is listed as Senior Portfolio Strategist, Director of Analytics at Merritt Point Partners LLC.
What is Dave Klein's email address?
AeroLeads has found 2 work email signals at @davids.org for Dave Klein at Merritt Point Partners LLC.
What is Dave Klein's phone number?
AeroLeads has found 11 phone signal(s) with area code 602, 510, 314, 520, 616 for Dave Klein at Merritt Point Partners LLC.
Where is Dave Klein based?
Dave Klein is based in Oakland, California, United States while working with Merritt Point Partners LLC.
What companies has Dave Klein worked for?
Dave Klein has worked for Merritt Point Partners Llc, Oakland-Based Investment Management Firm, Haas School Of Business, University Of California Office Of The President, and Plansteady.
How can I contact Dave Klein?
You can use AeroLeads to view verified contact signals for Dave Klein at Merritt Point Partners LLC, including work email, phone, and LinkedIn data when available.
What schools did Dave Klein attend?
Dave Klein holds Mfe, Financial Engineering from University Of California, Berkeley, Haas School Of Business.
What skills is Dave Klein known for?
Dave Klein is listed with skills including Quantitative Finance, Credit Derivatives, Tactical Asset Allocation, Portfolio Management, Equities, Options, Capital Structure, and Trading.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial