Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®

Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®

CIO and Founder, ALINE Wealth

Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®, is the Chief Investment Officer and Founder of ALINE Wealth, a wealth management firm that specializes in providing clients with financial planning advice for every stage of their lives. Along with Peter’s deep financial wisdom, he adds considerable acumen in philanthropy, helping clients navigate family trusts, institutions, and nonprofits. 

He is the author of A Passion for Giving, which outlines tools and inspiration for creating a charitable foundation. 

Peter also specializes in ESG investing, with a focus on investing in water. 

Prior to co-founding ALINE Wealth, he worked at UBS, where he was recognized in the UBS Global Circle of Excellence in 2008. 

Peter earned a bachelor’s degree in economics from Stony Brook University and a master’s degree in finance from CUNY Baruch College in New York City, and he has been recognized on Forbes’ 2020-2022 lists of the Best-In-State Wealth Advisors in New York.

Phone: 631-760-7650 | Email: | Website:

Twitter: @ALINEWealth| YouTube: @alinewealth | LinkedIn:

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