Jerry Klein
Portfolio Manager-Fixed Income chez HighTower Advisors LLC
Profil
Mr. Jerry Klein is a Managing Director & Partner at HighTower Advisors LLC.
He is the Head of Corporate Cash Management Group.
In that capacity, he oversees the custom fixed income strategies we implement on behalf of clients electing to outsource responsibility for portfolio management, compliance monitoring, credit reporting, and liquidity management.
He also directs short term, fixed income trading operation and the proprietary money market portal.
Mr. Klein began his career in the financial services industry with Oppenheimer & Company in 1996, and was promoted to Director in 2000.
In 2003, he joined Bear Stearns where he assumed the title of Managing Director, and was a founding member of the Cash Management Group.
He was also instrumental in the development of Bear Stearns’ online money market portal.
After JP Morgan acquired Bear Stearns in 2009, Mr. Klein affiliated with HighTower Advisors and played a major role in launching Treasury Partners.
Over the 20 years, he has been on Wall Street, he has provided commentary for numerous financial publications, and been invited to present at the Association of Financial Professionals (AFP) annual conference.
Mr. Klein earned a BS in Finance from the State University of New York at Buffalo.
He holds Series 7, 63, and 66 securities licenses.
Postes actifs de Jerry Klein
Sociétés | Poste | Début |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Fixed Income | 01/01/2009 |
Anciens postes connus de Jerry Klein
Sociétés | Poste | Fin |
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Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Jerry Klein
The State University of New York | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |