Gary Klein

Gary Klein has extensive work experience in the financial industry. Gary began their career at Raymond James Financial, Inc. in 2009, where they worked in both Financial Services Investment Banking and Financial Services Equity Research. In 2016, they joined Early Warning™, working in Corporate Development. Gary then moved to Stifel Financial Corp. in 2017, where they worked in Real Estate Investment Banking. In 2019, they joined Northern Trust Corporation as Vice President of Hedge Fund Services. Currently, they hold the position of Vice President of Portfolio Management at AJ Capital Partners.

Gary Klein has a Bachelor of Arts degree in Accounting and Finance from the University of Northern Iowa. Gary also holds a Master of Business Administration degree from The University of Chicago Booth School of Business. Additionally, they have obtained a certification as a Chartered Financial Analyst from the CFA Institute.