Will Klein
Direttore della Ricerca - Azioni presso Baldwin Brothers LLC
Profilo
Mr. William W.
Klein, CFA, is a Managing Director of Investments at Baldwin Brothers LLC.
As the leader of Baldwin Brothers’ investment research team and member of its investment committee, he leads the firm’s ESG core equity strategy.
Additionally, he is instrumental in developing Baldwin Brothers’ macro and market outlook and expressing those views across the firm’s investment platform.
He first joined Baldwin Brothers in 2013 and rejoined the team in 2021.
He previously led capital markets strategy at Highland Associates, an institutional investment consulting firm.
He holds the Chartered Financial Analyst designation, is a member of the CFA Institute and CFA Society Alabama and earned a Bachelor of Arts from Bard College.
Posizioni attive di Will Klein
| Società | Posizione | Inizio |
|---|---|---|
Baldwin Brothers LLC
 Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Direttore della Ricerca - Azioni | 01/01/2022 |
Precedenti posizioni note di Will Klein
| Società | Posizione | Fine |
|---|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Analyst-Equity | 01/01/2020 |
Formazione di Will Klein
| Bard College | Undergraduate Degree |
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Relazioni di 1° grado
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| Aziende private | 1 |
|---|---|
Baldwin Brothers LLC
Baldwin Brothers LLC Investment ManagersFinance Baldwin Brothers LLC is an independent, SEC-registered investment advisor headquartered in Marion, Massachusetts. The firm was founded by Michael Baldwin in 1974 as Baldwin Brothers, Inc. They provide investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, business development companies, an investment adviser firm and a variety of business entities. | Finance |
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