![Bruce Lawrence Klein](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bruce Lawrence Klein worked as a Principal at Mercantile Bankshares Corp., Raymond James & Associates, Inc., The Brooklyn Union Gas Co., and Kidder Peabody & Co., Inc. He also worked as a Fixed Income Portfolio Manager at Geneva Advisors LLC from 2009 to 2016.
He received his undergraduate degree from Rutgers State University of New Jersey and his MBA from The University of Chicago Booth School of Business.
| Sociétés | Poste | Fin |
|---|---|---|
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Stratège de marché | - |
The Brooklyn Union Gas Co.
 The Brooklyn Union Gas Co. Gas DistributorsUtilities Provides gas and electricity distribution services | Corporate Officer/Principal | - |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Security brokers & dealers | Corporate Officer/Principal | - |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Mercantile Bankshares Corp.
 Mercantile Bankshares Corp. Financial ConglomeratesFinance Functions as a bank holding company | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 7 |
|---|---|
Mercantile Bankshares Corp.
Mercantile Bankshares Corp. Financial ConglomeratesFinance Functions as a bank holding company | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Brooklyn Union Gas Co.
The Brooklyn Union Gas Co. Gas DistributorsUtilities Provides gas and electricity distribution services | Utilities |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Security brokers & dealers | Finance |
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Geneva Advisors utilizes a proprietary valuation model that they have developed over the years and that they combine with their own analysts and portfolio managers input to arrive at a basket of equities for each of their investment strategies. The valuation model closely tracks the financial performance of more than 10,000 companies. Geneva monitors each company using a detailed computer analysis of fundamentals, such as earning per share, cash flow, future earnings estimates, quarterly growth comparisons and return on invested capital. The firm's portfolio managers use the model to screen for fundamental changes in a company’s operations. The model examines company valuations relative to company fundamentals, comparable companies, historic levels, and overall market. Geneva's equity strategies include: All Cap Growth, Large Cap Growth, Mid Cap Growth, Small-Mid Cap Growth, Small Cap Opportunities, Equity Income, Emerging Markets Equity Composite, Emerging Markets Equity Composite-ADRs, Emerging Markets Equity Wrap Composite, Equity Income/Tax Easy Strategy, International Equity Income, International Growth, International Small Cap Equity Composite, MLPs, Natural Resources, Geneva Focused Growth & Income, and Global Equity Income. Their fixed income strategies include: Tax-Exempt Municipal Bond, Intermediate Bond, and Total Return Fixed Income.^ | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Chicago Booth School of Business
 The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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