Director, Sr. Portfolio Manager
Current
Jun 2019 - Present
AeroLeads people directory · profile
Spencer Klein Email & Phone Number
Director, Sr. Portfolio Manager at BMO Wealth Management - U.S.
at
BMO Wealth Management - U.S.
2 work emails found
@jpmorgan.com
2 phones found area 773
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Sr. Portfolio Manager at BMO Wealth Management - U.S.
Location
Greater Chicago Area, United States, United States
Company size
Who is Spencer Klein? Overview
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Quick answer
Spencer Klein is listed as Director, Sr. Portfolio Manager at BMO Wealth Management - U.S. at BMO Wealth Management - U.S., a company with 332 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at jpmorgan.com, phone signal with area code 773, and a matched LinkedIn profile for Spencer Klein.
Spencer Klein previously worked as Director, Sr. Portfolio Manager at Bmo Wealth Management - U.S. and Vice President & Sr. Portfolio Manager at Mb Financial Bank. Spencer Klein holds Mba, Economics, Finance from University Of Chicago.
Company email context
Email format at BMO Wealth Management - U.S.
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{first}.{last}@jpmorgan.com
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AeroLeads found 2 current-domain work email signals for Spencer Klein. Compare company email patterns before reaching out.
Profile bio
About Spencer Klein
Senior investment advisor with more than 20 years experience advising high net worth individuals and institutions. Adept at developing asset allocation strategies and then implementing them using mutual funds, stocks, bonds, hedge funds, REITs, commodities and private equity. Customize portfolios based on client’s near term concerns or my views on divergent risks/opportunities observed in the global macro economic environment. As part of a team, skilled at acquiring new clients. Experienced public speaker for investment topics. BA and MBA from top tier school; additional degree in accounting. Accomplished writer, with several articles for a published in the CFA Digest.Specialties: Wealth Management, Asset Allocation, Portfolio Construction, Fundamental and Quantitative Analysis of Public Markets, Macro Economic Analysis and Strategy, Public SpeakingThe views and opinions expressed in this article are solely those of the author and do not represent the view of MB Financial, its Board of Directors, employees or shareholders.
Listed skills include Investments, Portfolio Management, Bonds, Investment Strategies, and 14 others.
Current workplace
Spencer Klein's current company
Company context helps verify the profile and gives searchers a useful next step.
Bmo Wealth Management - U.S.
Employees
332
AeroLeads page
8 roles · 33 years
Spencer Klein work experience
A career timeline built from the work history available for this profile.
Vice President & Sr. Portfolio Manager
VP & Sr. PM in the Wealth Management Dept. Duties include actively managing client accounts, business development, public speaking, and performing original research on the economy and asset allocation. MB Financial Bank is a Chicago-based commercial bank with approximately $20 billion in assets and a 100+ year history of building long-lasting relationships.
May 2011 - May 2019
Feb 2011 - Sep 2012
Sr. Portfolio Manager
Mainstreet Advisors
Investment Advisor for independent trust companies. I advise trust officers on the investment (stocks, bonds, mutual funds, alternatives) activities for their clients.
Oct 2008 - Jun 2010
Sr. Investment Advisor
Investment Advisor and Portfolio Manager for HNW clients. New business development responities 2006-2008, incremental AUM over this period $100 million.
Dec 1999 - Oct 2008
Vp & Portfolio Manager
1998 - 1999
~1 yr
Portfolio Manager
Feldman Securities Group
Portfolio Manager for institutions and community banks.
Mar 1995 - Oct 1998
Assistant
Shearson Smith Barney
1993 - 1994
~1 yr
2 education records
Spencer Klein education
Mba, Economics, Finance
Ba, Economics
FAQ
Frequently asked questions about Spencer Klein
Quick answers generated from the profile data available on this page.
What company does Spencer Klein work for?
Spencer Klein works for BMO Wealth Management - U.S..
What is Spencer Klein's role at BMO Wealth Management - U.S.?
Spencer Klein is listed as Director, Sr. Portfolio Manager at BMO Wealth Management - U.S. at BMO Wealth Management - U.S..
What is Spencer Klein's email address?
AeroLeads has found 2 work email signals at @jpmorgan.com for Spencer Klein at BMO Wealth Management - U.S..
What is Spencer Klein's phone number?
AeroLeads has found 2 phone signal(s) with area code 773 for Spencer Klein at BMO Wealth Management - U.S..
Where is Spencer Klein based?
Spencer Klein is based in Greater Chicago Area, United States, United States while working with BMO Wealth Management - U.S..
What companies has Spencer Klein worked for?
Spencer Klein has worked for Bmo Wealth Management - U.S., Mb Financial Bank, Keller Graduate School Of Management, Mainstreet Advisors, and Jpmorgan.
How can I contact Spencer Klein?
You can use AeroLeads to view verified contact signals for Spencer Klein at BMO Wealth Management - U.S., including work email, phone, and LinkedIn data when available.
What schools did Spencer Klein attend?
Spencer Klein holds Mba, Economics, Finance from University Of Chicago.
What skills is Spencer Klein known for?
Spencer Klein is listed with skills including Investments, Portfolio Management, Bonds, Investment Strategies, Hedge Funds, Finance, Asset Allocation, and Asset Management.
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