Jerry Klein

Jerry Klein is a seasoned professional with over 25 years of experience in investment management consulting, specializing in alternative investments such as currencies, hedge funds, private equity, and commodities.

Throughout his career, Jerry has held key advisory positions at reputable financial institutions including J.P. Morgan Securities, Credit Suisse First Boston, and Merrill.

Currently, he serves as a Senior Portfolio Manager, overseeing the team's alternatives strategy within the Merrill Investment Advisory program, where he assists private clients in achieving their financial goals.

Jerry's educational background includes an M.B.A. from the Anderson School at UCLA and a Bachelor's degree in history from the University of Chicago. He graduated Cum Laude, showcasing his dedication to academic excellence.

As a Private Wealth Advisor and Managing Director at Merrill Private Wealth Management, Jerry utilizes his expertise to guide clients towards successful investment decisions while adhering to regulatory standards and ensuring personalized strategies tailored to individual needs.