Jason Klein
Principal
Jason joined the Philadelphia office of Lovell Minnick as an Associate in July 2011, re-joined the firm in February 2021 as a Vice President and was named Principal in 2022. Prior to his return to Lovell Minnick, Jason was a Vice President on the financial services investment team with Pine Brook Partners, a private equity firm. Prior to Pine Brook Partners, Jason was an Investment Analyst at Kynikos Associates, where he focused on publicly traded financial services and related technology companies. Previously, Jason was an Analyst in the Financial Institutions Group at Citigroup.
He received his M.B.A., with Dean’s Honors, from Columbia Business School and holds a Bachelor of Science in Finance, with high distinction, from the Schreyer Honors College at the Pennsylvania State University.