Matthew Kline is an experienced financial professional currently serving as an Investment Advisor Representative at Herbein + Company, Inc. since May 2023. Prior to this role, Kline worked as a Financial Advisor at Chesapeake Financial Advisors from June 2021 to May 2023 and held multiple positions at Morgan Stanley, including Institutional Equity Reporting Director and Fixed Income Reporting Associate, from October 2016 to May 2021. Early in Kline's career, experience included a role in Equity Derivatives Operations at JPMorgan Chase & Co. from July 2014 to October 2016. Kline earned a Bachelor's degree in Finance from Saint Vincent College, attending from 2012 to 2014, and studied at Duquesne University in 2010-2011.
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