Profile
Dr. Roger Klein is a Senior Economist & Wealth Manager at NVWM LLC.
He serves as an advisor and portfolio manager for individuals, institutions, and corporations.
He uses active asset allocation to seek stock market returns with less risk for his clients.
Prior to establishing his own companies, he was the Executive Director of the Public Securities Association, a national trade association representing municipal and government securities dealers, brokers, and dealer banks.
He has also worked for the Securities Industry Association.
He received his Ph.D.
in Economics from Michigan State University with a major in finance.
Roger Klein active positions
| Companies | Position | Start |
|---|---|---|
NVWM LLC
 NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Economist | 01/09/2021 |
Training of Roger Klein
| Michigan State University | Doctorate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
NVWM LLC
NVWM LLC Investment ManagersFinance NVWM LLC, do-business-as Ventura Wealth Management (VWM), is a registered independent investment advisor headquartered in Yardley, Pennsylvania. The firm was founded by Nicholas “Nick” Ventura in 1999. VWM provides financial planning and consultation services to their clients, including individuals and high-net worth individuals; trusts, estates, charitable organizations; corporations; pension plans and 401(k). | Finance |
- Stock Market
- Insiders
- Roger Klein
