Avery Klein

Avery Klein has a diverse work experience in the finance industry. Starting with PineBridge Investments, Avery held roles as Vice President, Senior Associate, and Associate. In these positions, Avery was involved in private capital transactions and responsible for various aspects of investment activities. Prior to PineBridge, Avery worked at Sumitomo Mitsui Banking Corporation as an Associate, Senior Analyst, and Analyst in the Middle Market Leveraged Finance Group. The role involved underwriting and originating debt financings for leveraged transactions. Avery also gained experience as an Intern at Business Development Corporation of America, where the focus was on investments in middle market companies. Avery's early career involved a role as a Summer Analyst at Harrison James LLC, where they worked on advising EB5 transactions and developing financial models.

Avery Klein received a BBA with Distinction in Economics minor from the University of Michigan - Stephen M. Ross School of Business in 2016. In 2015, Avery attended The London School of Economics and Political Science (LSE) for a degree in Organizational Leadership. Additionally, in the same year, Avery studied Valuations and Financial Modeling at the Investment Banking Institute. In 2017, Avery furthered their education in Negotiating Loan Agreements at the NYU School of Professional Studies.