People

Mike Klein

Mike Klein

Formal First Name
Michael (Mike)
Dates
1965 - present
Location

Mike Klein has over 20 years of experience in advising institutions and ultrahigh-net-worth individuals. He is a Managing Director and Financial Advisor at Baird Private Wealth Asset Management where he oversees research and portfolio management. Mike specializes in financial planning, asset allocation, portfolio management, investment management, and pension consulting. He is also a member of the Milwaukee Private Asset Management Group.


Advanced Money Management Program, Wharton School of Business