Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®
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: pklein@alinewealth.com | Website: www.alinewealth.com
Twitter: @ALINEWealth| YouTube: @alinewealth | LinkedIn: www.linkedin.com/in/peterjkleincfa
Latest articles by Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS®
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Why You Shouldn’t Ignore Investing in Commodities
Investors can help reduce risk, hedge against inflation and diversify their portfolio by investing in commodities, such as gold, silver and copper.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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Three Ways to Maximize Your International Charitable Giving
With humanitarian crises growing, financial support is much needed and easily provided, but charitable givers should do their homework to ensure their donations go to trusted entities.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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Five Downsides of Investing in Alternatives
Demand for alternative investments is increasing, but these complex options might not be the best fit for ordinary investors.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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How to Find Room for Philanthropy Despite Challenging Times
The 'philanthropic squeeze' hits when consumers face higher costs and lower investment returns. Consider these three ways to maintain charitable giving.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
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Five Ways to Invest in Water
Anyone with sustainability or longevity in mind for their portfolio might want to dip a toe into investing in water, an essential commodity.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published