AeroLeads people directory · profile
Justin Klein, Cfa Email & Phone Number
Senior Portfolio Strategist
at
Key Wealth
1 work email found
@myfw.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Justin Klein, Cfa? Overview
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Quick answer
Justin Klein, Cfa is listed as Senior Portfolio Strategist at Key Wealth, based in Boise, Idaho, United States. AeroLeads shows a work email signal at myfw.com and a matched LinkedIn profile for Justin Klein, Cfa.
Justin Klein, Cfa previously worked as Senior Portfolio Strategist at Key Private Bank and Senior Portfolio Manager at First Western Trust. Justin Klein, Cfa holds Master Of Business Administration (Mba), Finance from University Of Denver - Daniels College Of Business.
Company email context
Email format at Key Wealth
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*@myfw.com
68% confidence
AeroLeads found 1 current-domain work email signal for Justin Klein, Cfa. Compare company email patterns before reaching out.
Profile bio
About Justin Klein, Cfa
As an accomplished wealth management leader providing strategic wealth management, investment advisement, and client well-being support, I offer a well-rounded client experience. Client successes have been achieved with comprehensive planning to align solutions with client goals and behavioral coaching to support commitment toward achieving those goals. With a broad-based career in wealth management combined with the multidisciplinary resources available to a CFA Charterholder, I welcome new relationships to support business owners, retirees, and non-profits.
Listed skills include Alternative Investments, Strategic Partnerships, Client Counseling, Data Driven Decision Making, and 29 others.
Current workplace
Justin Klein, Cfa's current company
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9 roles · 28 years
Justin Klein, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Strategist
Current
Jun 2023 - Present
Senior Portfolio Manager
2020 - 2023
~3 yrs
Senior Portfolio Strategist
2014 - 2019
~5 yrs
Investment Strategist
2012 - 2014
~2 yrs
Financial Counselor
2007 - 2009
~2 yrs
Investment Management Advisor
Wachovia Bank, Wealth Management Group
2002 - 2004
~2 yrs
Portfolio Manager
First Union Bank, Evergreen Private Asset Management
2000 - 2002
~2 yrs
Financial Research Analyst
J.H. Ellwood & Associates
1998 - 2000
~2 yrs
2 education records
Justin Klein, Cfa education
Master Of Business Administration (Mba), Finance
Bachelor Of Science (Bs), Civil Engineering
FAQ
Frequently asked questions about Justin Klein, Cfa
Quick answers generated from the profile data available on this page.
What company does Justin Klein, Cfa work for?
Justin Klein, Cfa works for Key Wealth.
What is Justin Klein, Cfa's role at Key Wealth?
Justin Klein, Cfa is listed as Senior Portfolio Strategist at Key Wealth.
What is Justin Klein, Cfa's email address?
AeroLeads has found 1 work email signal at @myfw.com for Justin Klein, Cfa at Key Wealth.
Where is Justin Klein, Cfa based?
Justin Klein, Cfa is based in Boise, Idaho, United States while working with Key Wealth.
What companies has Justin Klein, Cfa worked for?
Justin Klein, Cfa has worked for Key Wealth, Key Private Bank, First Western Trust, Wells Fargo Private Bank, and Amg National Trust Bank.
How can I contact Justin Klein, Cfa?
You can use AeroLeads to view verified contact signals for Justin Klein, Cfa at Key Wealth, including work email, phone, and LinkedIn data when available.
What schools did Justin Klein, Cfa attend?
Justin Klein, Cfa holds Master Of Business Administration (Mba), Finance from University Of Denver - Daniels College Of Business.
What skills is Justin Klein, Cfa known for?
Justin Klein, Cfa is listed with skills including Alternative Investments, Strategic Partnerships, Client Counseling, Data Driven Decision Making, Financial Planning, Wealth Management Services, Portfolio Management, and Ultra High Net Worth Individuals.
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