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BK

Benjamin Klein

analyst at Harbour Capital Advisors, LLC

Baltimore, MD , United States

About

Benjamin Klein is an Investment Analyst at Harbour Capital Advisors, LLC, based in Baltimore, MD. In this capacity since 2018, he is responsible for conducting investment analysis, financial modeling, and due diligence to support the firm's portfolio management decisions. His work includes monitoring economic trends, company fundamentals, and market developments to inform investment strategy.

Prior to joining Harbour Capital Advisors, Klein served as an Equity Research Analyst at the University of Wisconsin - Whitewater, where he focused on analyzing public equities and contributing to student-managed investment funds. He specializes in public equities, with a particular emphasis on fundamental research across multiple sectors, including finance and diversified industries.

Klein holds a Bachelor of Business Administration in Accounting and Finance from the University of Wisconsin - Whitewater. His expertise lies in financial analysis, equity valuation, and portfolio construction, underpinned by a strong academic foundation and hands-on industry experience.

Career History

OrganizationRoleDate RangeDetails
Harbour Capital AdvisorsInvestment AnalystSep 2018 to Present
University of Wisconsin - WhitewaterEquity Research AnalystSep 2016 to May 2017

Education

University of Wisconsin - Whitewater

Bachelor Of Business Administration, Accounting, Finance

2014 2017

Brookfield East High School

2008 2012

Skills & Expertise

Leadership
PowerPoint
Social Media
Equity Valuation
Public Speaking
Corporate Finance
Sales
Financial Modeling
Communication
Revenue Analysis
Finance
Team Leadership
Equity Research
Microsoft Office
Teaching Adults
Microsoft Word
Bloomberg Terminal
Financial Statement Analysis
Microsoft Excel
Training
Time Management
Customer Service
Tax Accounting
Teamwork
Financial Reporting
Financial Statements
Marketing Communications
Sales Presentations
Billing Systems
Financial Markets

Others at Harbour Capital Advisors, LLC (9)

NameRoleLocation
A
Allison Dunlap
MDBaltimore, MD , United States
Betsy Duff
Betsy Duff
Managing Partner and COOMcLean, VA , United States
Jenna Meza
Jenna Meza
AnalystWashington, DC , United States
Matias Rodlauer
Matias Rodlauer
analystMcLean, VA , United States
N
Nicholas Bundy
Portfolio ManagerBelle Haven, VA , United States
Scott Wilson
Scott Wilson
Portfolio ManagerWashington, DC , United States
T
Thomas Kim
Managing Partner and Chief Investment OfficerMcLean, VA , United States
Brady Tehan
Brady Tehan
AnalystArlington, VA , United States
K
Kevin Hennessy
General Counsel and Managing DirectorVienna, VA , United States