Justin Klein, Cfa

Justin Klein, Cfa Email and Phone Number

Senior Portfolio Strategist @ Key Wealth
Boise, ID, US
Justin Klein, Cfa's Location
Boise, Idaho, United States, United States
Justin Klein, Cfa's Contact Details

Justin Klein, Cfa work email

Justin Klein, Cfa personal email

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.

Justin Klein, Cfa's Current Company Details
Key Wealth

Key Wealth

View
Senior Portfolio Strategist
Boise, ID, US
Justin Klein, Cfa Work Experience Details
  • Key Wealth
    Senior Portfolio Strategist
    Key Wealth
    Boise, Id, Us
    View
  • Key Private Bank
    Senior Portfolio Strategist
    Key Private Bank Jun 2023 - Present
    View
  • First Western Trust
    Senior Portfolio Manager
    First Western Trust 2020 - 2023
    View
  • Key Private Bank
    Senior Portfolio Strategist
    Key Private Bank 2014 - 2019
    View
  • Wells Fargo Private Bank
    Investment Strategist
    Wells Fargo Private Bank 2012 - 2014
    View
  • Amg National Trust Bank
    Financial Counselor
    Amg National Trust Bank 2007 - 2009
    View
  • Wachovia Bank, Wealth Management Group
    Investment Management Advisor
    Wachovia Bank, Wealth Management Group 2002 - 2004
  • First Union Bank, Evergreen Private Asset Management
    Portfolio Manager
    First Union Bank, Evergreen Private Asset Management 2000 - 2002
  • J.H. Ellwood & Associates
    Financial Research Analyst
    J.H. Ellwood & Associates 1998 - 2000

Justin Klein, Cfa Skills

Alternative Investments Strategic Partnerships Client Counseling Data Driven Decision Making Financial Planning Wealth Management Services Portfolio Management Ultra High Net Worth Individuals Relationship Management Irrevocable Trusts Behavioral Coaching Investment Management Investment Advisory Asset Allocation Strategic Planning Client Advisement Wealth Management Mason High Net Worth Individuals Investment Strategies Risk Management Asset Management Change Management Investment Analysis Financial Behaviors Investment Advisory Services Business Process Improvement Revocable Trusts Foundations Sales Presentations Investment Policy Development Performance Management Chartered Financial Analyst

Justin Klein, Cfa Education Details

Frequently Asked Questions about Justin Klein, Cfa

What company does Justin Klein, Cfa work for?

Justin Klein, Cfa works for Key Wealth

What is Justin Klein, Cfa's role at the current company?

Justin Klein, Cfa's current role is Senior Portfolio Strategist.

What is Justin Klein, Cfa's email address?

Justin Klein, Cfa's email address is ju****@****yfw.com

What schools did Justin Klein, Cfa attend?

Justin Klein, Cfa attended University Of Denver - Daniels College Of Business, North Carolina State University.

What skills is Justin Klein, Cfa known for?

Justin Klein, Cfa has skills like Alternative Investments, Strategic Partnerships, Client Counseling, Data Driven Decision Making, Financial Planning, Wealth Management Services, Portfolio Management, Ultra High Net Worth Individuals, Relationship Management, Irrevocable Trusts, Behavioral Coaching, Investment Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.