Find your path to Jason
428 people in our graph share verified history with Jason — schools, employers, funds. One of them is your warm intro.
Nina AchadjianunlockedJason: together at Citi (2009–2011)
×5Jason: together at Columbia Business School
×4Jason: together at Penn State University
×2Jason: together at Citi
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
Experience
- Lovell Minnick Partners LLCPrincipalcurrent2022 — presentGreater Philadelphia
- Lovell Minnick Partners LLCVice President2021Greater Philadelphia
- AKAMBoard Membercurrent2026 — presentNew York, United States
- XactusBoard Membercurrent2022 — presentGreater Philadelphia
- Net at Work Inc.Board Membercurrent2023 — presentNew York, United States
- Reflect HealthBoard Membercurrent2023 — presentCincinnati Metropolitan Area
- Deep Pool Financial SolutionsBoard Member2022 — 2023Dublin, County Dublin, Ireland
- United Auto Credit CorporationBoard Member2017 — 2021Irvine, California
- Pine Brook PartnersVice President2017 — 2021New York, NY
- Kynikos AssociatesInvestment Analyst2016 — 2017New York, NY
- Lovell Minnick Partners LLCPrivate Equity Associate2011 — 2014Greater Philadelphia
- CitiInvestment Banking Analyst2009 — 2011New York, NY
Skills & more
Private Equity15Investment Banking7Financial Modeling5Industry Research3Financial Services4IPO4Investments3Valuation2
From Jason's professional profile.
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.
- Where did Jason Klein go to school?
- Jason Klein studied at Columbia Business School (Master of Business Administration (M.B.A.)); Penn State University (Bachelor of Science (B.S.), Finance).
Same school
Also attended Columbia Business School1,035
Ryan PetersenFounder & CEO of FlexportAryo TehranianManaging Director at Mayfair Equity PartnersYibo NianInvestment Director at Intel CapitalKesha CashFounder & General Partner at Impact America FundMahati SridharPartner, Rise of the Rest at RevolutionGiuseppe IademarcoHead of Global Partnership at P101 Ventures
+ 1,029 more
Also attended Penn State University393
Kelly DonovanExecutive Assistant & Operations Associate, Revolution Growth at RevolutionFallon GoodeExecutive Assistant at March Capital PartnersCristina HohlmanPartner, Chief Financial Officer at Sapphire VenturesNick DolikInvestor at 8VCRobert SoffelRevOps Expert at Notion CapitalLouis BernemanFounding Partner at Osage University Partners
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+ 387 more
Shared employers
Also worked at Lovell Minnick Partners LLC36
Charlotte KyleExecutive Assistant at Bain Capital CryptoAdam LebovitzInvestor at BAM VenturesMark AdelmanVice President of Operations at Lovell MinnickJason BargPartner at Lovell MinnickRobert BelkeManaging Partner at Lovell MinnickChristian BurmeisterVice President at Lovell Minnick
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+ 30 more
Also worked at Net at Work Inc.1
Also worked at Kynikos Associates3
Also worked at Citi1,268
Nina AchadjianInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)RustyAdvisor at Clear VenturesKerry WongHead of Investor Relations at Pantera CapitalTori KorineInvestor at OpenView Venture PartnersAnn PauloseSenior Investor Relations Associate at Greycroft
+ 1,262 more