Will Klein

Will Klein, CFA, serves as the Chief Investment Officer at Baldwin Brothers - Wealth Management, where he leads the firm's investment research team and sits on the investment committee. In this capacity, he is responsible for the design and implementation of the firm's investment strategies, including spearheading its ESG core equity strategy and shaping the macro and market outlook across Baldwin’s platform.

Will’s expertise spans public equities, fixed income, and ESG-integrated portfolios, with a noted focus on large-cap equities and sustainable/impact investing. His leadership has guided Baldwin Brothers’ core equity allocations as well as thematic initiatives in responsible and macro-driven investment strategies, demonstrated through the firm's holdings in sectors such as technology, consumer discretionary, and financials.

Prior to becoming CIO in 2024, Will was Managing Director of Investments at Baldwin Brothers and previously served as Vice President, Portfolio Strategy at Highland Associates, where he led capital markets strategy for institutional clients. He holds the Chartered Financial Analyst (CFA) designation, is a member of the CFA Institute and CFA Society Alabama, and earned a Bachelor of Arts from Bard College.