Jeffrey Klein Cfa Email & Phone Number | Fixed income portfolio manager specializing in credit investing across the quality spectrum in developed and emerging market debt. Investment leader with a 25-year record of protecting assets and generating superior risk-adjusted returns across market cycles in accordance with mandates and strategy. Long history of collaboration with institutional clients as well as creation of investment vehicles and top-performing, award winning funds. Served as research analyst, trader, portfolio manager, head of credit strategy, head of trading and Managing Partner. Leads with integrity and serves as a loyal and passionate member of collaborative and top performing teams; installs rigor and strengthens credit research and selection frameworks. Investment Skills: portfolio management & construction, fundamental security analysis & valuation, strategy & market outlook, and asset allocation. Business Skills: Client service & communication, sales & marketing, asset accumulation, business plan development, and team leadership.

Jeffrey Klein Cfa

Fixed income portfolio manager specializing in credit investing across the quality spectrum in devel...
2208 Broderick Street, San Francisco, United States

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Jeffrey Klein Cfa’s Email jeffrey.klein@mac.com

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Jeffrey Klein Cfa’s Location 2208 Broderick Street, San Francisco, United States

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Work Experience

Aperture Investors

Portfolio Manager

2022-05-01 00:00:00 - 2024-02-01 00:00:00

Self Employed

Independent Financial Consultant

2019-01-01 00:00:00 - 2021-01-01 00:00:00

Vitruvian Capital Management

Co-Founder & Co-Managing Partner

2017-01-01 00:00:00 - 2018-01-01 00:00:00

Highmark Capital Management

Managing Director & Senior Portfolio Manager

2010-01-01 00:00:00 - 2017-01-01 00:00:00

Bishop Street Capital Management

Senior Portfolio Manager

2009-02-01 00:00:00 - 2010-04-01 00:00:00

Halbis Capital Management

Co-Head US Fixed Income & Head of Credit Management

2005-03-01 00:00:00 - 2007-11-01 00:00:00

Dodge And Cox

Portfolio Manager, Shareholder, Credit Strategist and Head of Credit Trading

1992-01-01 00:00:00 - 2004-01-01 00:00:00

Skills

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Languages

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FAQ About Jeffrey Klein Cfa

Jeffrey Klein Cfa is located at
2208 Broderick Street, San Francisco, United States

Jeffrey Klein Cfa is a Fixed income portfolio manager specializing in credit investing across the quality spectrum in developed and emerging market debt. Investment leader with a 25-year record of protecting assets and generating superior risk-adjusted returns across market cycles in accordance with mandates and strategy. Long history of collaboration with institutional clients as well as creation of investment vehicles and top-performing, award winning funds. Served as research analyst, trader, portfolio manager, head of credit strategy, head of trading and Managing Partner. Leads with integrity and serves as a loyal and passionate member of collaborative and top performing teams; installs rigor and strengthens credit research and selection frameworks. Investment Skills: portfolio management & construction, fundamental security analysis & valuation, strategy & market outlook, and asset allocation. Business Skills: Client service & communication, sales & marketing, asset accumulation, business plan development, and team leadership.

Jeffrey Klein Cfa currently works in the

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Jeffrey Klein Cfa has prior
experience in the following industries:
Aperture Investors | Self Employed | Vitruvian Capital Management | Highmark Capital Management | Bishop Street Capital Management | Halbis Capital Management | Dodge And Cox

Jeffrey Klein Cfa has the following professional experience:
Aperture Investors | Self Employed | Vitruvian Capital Management | Highmark Capital Management | Bishop Street Capital Management | Halbis Capital Management | Dodge And Cox