About
Jason Klein is a Principal at Lovell Minnick, having first joined the firm's Philadelphia office as an Associate in 2011, returned as a Vice President in 2021, and been named Principal in 2022. He previously served as a Vice President on the financial services investment team at Pine Brook Partners, as an Investment Analyst at Kynikos Associates covering financial services and related technology companies, and as an Analyst in Citigroup's Financial Institutions Group. He holds an M.B.A. from Columbia Business School and a B.S. in Finance from the Schreyer Honors College at Pennsylvania State University.
Invests in
Fintech
Colleagues at Lovell Minnick
Alan Warrick
Advisor, Value Creation Team at Lovell Minnick
Alexander Lovell
Principal at Lovell Minnick
Andrew Ralich
Advisor, Value Creation Team at Lovell Minnick
Andrew Ramos
Advisor, Value Creation Team at Lovell Minnick
Bill Lucas
Vice President at Lovell Minnick
Bill Neuman
Advisor, Value Creation Team at Lovell Minnick
Brad Armstrong
Partner at Lovell Minnick
Brenda Cline
Advisor, Value Creation Team at Lovell Minnick
Frequently asked questions
- Who is Jason Klein?
- Jason Klein is a Principal at Lovell Minnick, having first joined the firm's Philadelphia office as an Associate in 2011, returned as a Vice President in 2021, and been named Principal in 2022. He previously served as a Vice President on the financial services investment team at Pine Brook Partners, as an Investment Analyst at Kynikos Associates covering financial services and related technology companies, and as an Analyst in Citigroup's Financial Institutions Group. He holds an M.B.A. from Columbia Business School and a B.S. in Finance from the Schreyer Honors College at Pennsylvania State University.
- Where does Jason Klein work?
- Jason Klein is Principal at Lovell Minnick.
- What does Jason Klein invest in?
- Jason Klein invests in Fintech.