Spencer Klein
Director, Sr. Portfolio Manager at BMO Wealth Management - U.S.
- Role
- Director, Sr Portfolio Manager at BMO Wealth Management - U.S.
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Spencer Klein
Senior investment advisor with more than 20 years experience advising high net worth…
Experience
Director, Sr Portfolio Manager
Jun 2019 — Present · Winnetka, IL, US
Education
University of Chicago
MBA, Economics, Finance
2000 — 2003
University of Chicago
BA, Economics
1988 — 1992
Skills
- Financial Markets
- Investment Management
- Asset Allocation
- Mutual Funds
- Risk Management
- Financial Advisory
- Hedge Funds
- Wealth Management
- Bonds
- Strategy
- Investments
- New Business Development
- Fixed Income
- Asset Management
- Investment Strategies
- Private Equity
- Portfolio Management
- Finance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.