Jeff Klein, CFA

Associate Portfolio Manager

Jeff Klein is an Associate Portfolio Manager at Aperture.

Jeff is a passionate investor with nearly three decades of experience in the investment management industry. He began his career as a research associate at Dodge & Cox. Subsequently, Jeff was head of Credit Management and co-headed US Fixed Income at HSBC where he led tactical allocation of off-benchmark securities in high yield, emerging market debt and non-US dollar investments. Jeff later served as Managing Director and Senior Portfolio Manager at HighMark Capital Management where he was recruited to develop an institutional framework for the Taxable Fixed Income Strategy.

Jeff earned his B.A. at Columbia University and holds the Chartered Financial Analyst designation. He lives in San Francisco with his wife and two children where he enjoys sharing his love of the outdoors with his family.

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