Peter Klein CFA

About

Peter J. Klein is the Chief Investment Officer and Founder of ALINE Wealth and President of the Claire Friedlander Family Foundation. Peter has built a career immersed in analytics and the science of investing. He works to help clients align their finances with their values through philanthropy, navigating clients through family trusts, institutions, and non-profits.

Peter has participated in panel discussions and has given speeches on the issues surrounding the nexus of wealth management and philanthropy—what he refers to as being a Legacy Agent. He serves in leadership positions on boards and committees of numerous not-for-profit organizations.

Peter earned a Baccalaureate degree in economics from Stony Brook University and a Master’s degree in finance from CUNY Baruch College in New York City. He is a Chartered Financial Analyst (CFA®), Chartered Retirement Plans Specialist (CRPS®) and a Chartered Advisor in Philanthropy (CAP®).

Peter was named to Forbes’ 2020 and 2021 list of the Best-In-State Wealth Advisors in New York. His practice was named on Wealth Management’s first annual Thrive Awards list of fastest-growing financial advisors in 2019.