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Cfa® Peter J. Klein
Chief Investment Officer - Founder at ALINE WEALTH
Peter J. Klein, a Chartered Financial Analyst (CFA®) and accomplished author, is the Chief Investment Officer and Founder of ALINE WEALTH. With a strong background in analytics and investing, Peter's expertise extends to philanthropy, where he assists clients in managing family trusts, institutions, and non-profits. Peter holds a Baccalaureate degree in economics from Stony Brook University and a Master’s degree in finance from CUNY Baruch College. He is also a Chartered Retirement Plans Specialist (CRPS®) and a Chartered Advisor in Philanthropy (CAP®). Peter is the author of two well-received books on security analysis and charitable giving. Recognized for his outstanding work, he was named among Forbes' Best-In-State Wealth Advisors in New York in 2020.
