Jeffrey Kleintop
Jeffrey Kleintop is the former Chief Global Investment Strategist at Charles Schwab, where he led global market strategy and analysis until his retirement in 2025. In this role, he provided investors with in-depth insights into international markets, global economic trends, and investment opportunities, helping clients navigate complex financial landscapes. Kleintop regularly delivered research, commentary, and actionable investment insights through Schwab’s written reports, video content, conference calls, and live events, supporting both Investor Services and Advisor Services clients. Before joining Charles Schwab, Kleintop served as Chief Market Strategist at LPL Financial and Chief Investment Strategist at PNC, where he was recognized for his expertise in global market forecasting and portfolio strategy. A frequent guest on leading financial media such as CNBC, Bloomberg, and Fox Business, he is widely cited in The Wall Street Journal, Financial Times, and other national outlets. Kleintop is also the author of Market Evolution: How to Profit in Today’s Changing Financial Markets (John Wiley & Sons, 2006), a respected guide on navigating dynamic investment environments.
Jeffrey Kleintop Professional Experience / Academic History
Professional Experience
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Chief Global Investment Strategist
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Chief Market Strategist and Executive Vice President
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Chief Investment Strategist
Academic History
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Master of Business Administration
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B.S., Business Administration
EARLY CAREER
Jeffrey Kleintop built his reputation as a leading global investment strategist through a career focused on delivering actionable market insights and thought leadership.
At Charles Schwab, he provided clients with timely analysis and investment commentary through social media, research reports, video content, conference calls, and live events, helping investors navigate global financial markets with confidence.
Prior to Schwab, Kleintop served as Chief Market Strategist at LPL Financial, where he developed market forecasts, shaped the tactical asset allocation framework for managing $77 billion in client assets, and authored flagship research publications such as weekly market reports and white papers on portfolio strategy and investment decision-making.
Before LPL, he spent seven years as Chief Investment Strategist at PNC Financial Services Group, where he guided investment research and strategy across multiple asset classes.
MEDIA PRESENCE & PUBLICATIONS
Kleintop is a frequent commentator in leading financial media outlets, including The Wall Street Journal, The New York Times, Barron’s, and The Financial Times.
He is a regular guest on major business news networks such as CNBC, Bloomberg, Fox Business, and CNN, where he provides expert commentary on global markets and investment trends.
Recognized by The Wall Street Journal as one of “Wall Street’s Best and Brightest,” Kleintop has served as a featured or keynote speaker at top industry events, including the Barron’s Top Financial Advisor Summit and the Financial Planning Association Annual Conference.
He is also the author of Market Evolution: How to Profit in Today’s Changing Financial Markets (John Wiley & Sons, 2006), a highly regarded book on adapting investment strategies to evolving global market dynamics.