Benjamin W. Klein

Analyst, Investments/Family Wealth

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Ben is an Analyst with the firm, providing support to clients in the areas of investment planning and management. Prior to joining the firm, he was an Alternative Investments Tax Analyst at US Bancorp Fund Services. Ben earned his B.A. (Accounting and Finance) at University of Wisconsin-Whitewater. Outside of work, Ben enjoys an active lifestyle playing tennis, hiking, and traveling.

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