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Justin Klein Cfa

As an accomplished wealth management leader providing strategic wealth management, investment advisement, and client well-being support, I offer... | Boise, Idaho, United States

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Justin Klein Cfa’s Location Boise, Idaho, United States

Justin Klein Cfa’s Expertise As an accomplished wealth management leader providing strategic wealth management, investment advisement, and client well-being support, I offer a well-rounded client experience. Client successes have been achieved with comprehensive planning to align solutions with client goals and behavioral coaching to support commitment toward achieving those goals. With a broad-based career in wealth management combined with the multidisciplinary resources available to a CFA Charterholder, I welcome new relationships to support business owners, retirees, and non-profits.

Justin Klein Cfa’s Current Industry Key Private Bank

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Work Experience

Key Private Bank

Senior Portfolio Strategist

Thu Jun 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

First Western Trust

Senior Portfolio Manager

Wed Jan 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Key Private Bank

Senior Portfolio Strategist

Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)

Wells Fargo Private Bank

Investment Strategist

Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)

Amg National Trust Bank

Financial Counselor

Mon Jan 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Wachovia Bank Wealth Management

Investment Management Advisor

Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)

First Union Bank Evergreen Private Asset Management

Portfolio Manager

Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time)

Jh Ellwood And Associates

Financial Research Analyst

Thu Jan 01 1998 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)

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Languages

Justin Klein Cfa Email Addresses

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FAQ About Justin Klein Cfa

Justin Klein Cfa is located at
Boise, Idaho, United States

Justin Klein Cfa is a
As an accomplished wealth management leader providing strategic wealth management, investment advisement, and client well-being support, I offer a well-rounded client experience. Client successes have been achieved with comprehensive planning to align solutions with client goals and behavioral coaching to support commitment toward achieving those goals. With a broad-based career in wealth management combined with the multidisciplinary resources available to a CFA Charterholder, I welcome new relationships to support business owners, retirees, and non-profits. Key Private Bank

Justin Klein Cfa currently works in the
Key Private Bank

Justin Klein Cfa specializes in
As an accomplished wealth management leader providing strategic wealth management, investment advisement, and client well-being support, I offer a well-rounded client experience. Client successes have been achieved with comprehensive planning to align solutions with client goals and behavioral coaching to support commitment toward achieving those goals. With a broad-based career in wealth management combined with the multidisciplinary resources available to a CFA Charterholder, I welcome new relationships to support business owners, retirees, and non-profits.

Justin Klein Cfa speaks the following languages:
No languages available.

Justin Klein Cfa has prior experience in the following industries:
First Western Trust , Key Private Bank , Wells Fargo Private Bank , Amg National Trust Bank , Wachovia Bank Wealth Management , First Union Bank Evergreen Private Asset Management , Jh Ellwood And Associates

Justin Klein Cfa has the following professional experience:
Key Private Bank , First Western Trust , Key Private Bank , Wells Fargo Private Bank , Amg National Trust Bank , Wachovia Bank Wealth Management , First Union Bank Evergreen Private Asset Management , Jh Ellwood And Associates .