Jerry Klein

Mr. Klein is head of our Corporate Cash Management Group. In that capacity, he oversees the custom fixed income strategies we implement on behalf of clients electing to outsource responsibility for portfolio management, compliance monitoring, credit reporting, and liquidity management.

He also directs our short term, fixed income trading operation and our proprietary money market portal.

Mr. Klein began his career in the financial services industry with Oppenheimer & Company in 1996, and was promoted to Director in 2000.

In 2003, he joined Bear Stearns where he assumed the title of Managing Director, and was a founding member of the Cash Management Group. He was also instrumental in the development of Bear Stearns’ online money market portal.

After JP Morgan acquired Bear Stearns in 2009, Mr. Klein affiliated with HighTower Advisors and played a major role in launching Treasury Partners.

He holds Series 7, 63, and 66 securities licenses. Over the 20+ years he has been on Wall Street, he has provided commentary for numerous financial publications, and been invited to present at the Association of Financial Professionals (AFP) annual conference.

Mr. Klein earned a BS in Finance from the State University of New York at Buffalo.