Skip to content

Will Klein, CFA

Chief Investment Officer & Managing Director

Realist, Keen Observer of Markets

The book he should write: “Macroeconomics in Microscopic Detail”
Absolutely loves: Skiing, climbing, hiking and biking
Could live without: Layovers
Been with Baldwin:
2013-2019, 2021-
A few details: Previously led capital markets strategy at Highland Associates, an institutional investment consulting firm.

Will is a big picture thinker, a natural collaborator and pleasure to be around.  When in comes to investment research, he get serious fast and take absolutely nothing at face value.  As the leader of Baldwin Brothers’ investment research team and member of its investment committee, he leads the firm’s ESG core equity strategy.  Additionally, Will is instrumental in developing Baldwin Brothers’ macro and market outlook and expressing those views across the firm’s investment platform. Will first joined Baldwin Brothers in 2013 and rejoined the team in 2021.  He holds the Chartered Financial Analyst®️ designation, is a member of the CFA Institute and CFA Society Alabama and earned a Bachelor of Arts from Bard College.

Back To Top