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Will Klein
Directeur de la Recherche - Actions chez
Baldwin Wealth Partners LLC
Profil
Mr. William W.
Klein, CFA, is a Chief Investment Officer & Managing Director at Baldwin Wealth Partners 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.
Postes actifs de Will Klein
| Sociétés | Poste | Début |
|---|---|---|
Baldwin Wealth Partners LLC
 Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence. | Directeur de la Recherche - Actions | 01/01/2022 |
Anciens postes connus de Will Klein
| Sociétés | Poste | Fin |
|---|---|---|
Baldwin Wealth Partners LLC
Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence. | Analyst-Equity | 01/01/2020 |
Formation de Will Klein
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Baldwin Wealth Partners LLC
Baldwin Wealth Partners LLC Investment ManagersFinance Baldwin is an active, long-term manager which manages portfolios that are invested in equities, fixed-income securities, hedge funds, private equity and environmentally and socially responsible investments. They also manage investments in REITs, MLPs, specialty metals, currencies, regional/country specific strategies and macro or theme-based strategies. The firm’s investment process combines both a top-down thematic approach and fundamental bottom-up due diligence. | Finance |
Bard College
 Bard College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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