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    Matthew Klein

    Bernstein Private Wealth Management | Wealth advisor | Founder | Investor | Guiding entrepreneurs on their journey to financial success.

    Matthew Klein is a Vice President and Wealth Advisor at Bernstein Private Wealth Management, based in Boulder, Colorado. He joined Bernstein in July 2023, where he focuses on guiding business owners, corporate executives, and multi-generational families through wealth planning, preservation, and navigating significant financial events. Klein holds FINRA Series 7, 66, and Securities Industry Essentials (SIE) licenses.12

    Prior to Bernstein, Klein co-founded and held leadership roles at several organizations. He was the Chief Experience Officer and a member of the Investment Committee at Sweater, a fintech company focused on venture capital for everyday investors (2021–2023). Additionally, he served as the Executive Chairman and CEO of Backbone, a product development platform (2015–2023). He has also contributed as a Forbes writer and mentored startups through Techstars.12

    With over two decades of experience, Klein brings expertise in private markets, strategic venture investing, and scaling businesses. His career reflects a commitment to delivering tailored financial strategies and value to his clients.2

    Highlights

    Sep 18 · forbes.com
    Forbes America's Top Wealth Management Teams Private Wealth ...
    Jan 1 · ir.spirit.com
    Matthew H. Klein - Investor Relations - Spirit Airlines
    Jan 1 · advisors.ubs.com
    Meet the team - Stackman | Casriel Group - New York, NY | UBS
    Boulder fintech company launches a 'VC fund for everyone' - Denver ... - The Business Journals
    Boulder fintech company launches a 'VC fund for everyone' - Denver ... - The Business Journals
    Mar 23 · Forbes
    Payments Are A Utility, Banking Is Not. Let’s Separate Them. - Forbes
    Bernstein Private Wealth Management Hires Daniel Weisman As ...

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    Matthew Klein
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    Location

    Boulder, Colorado, United States