A Managing Director/Partner of Klein Wealth Management at HighTower Advisors, with offices in Melville (Long Island) and New York City where he and his team are focused on the intersection of philanthropy and investment management. Previously, Peter was with UBS (Paine Webber) since 1994, where he was recognized in the UBS Global Circle of Excellence in 2008.
Peter earned a Baccalaureate degree in economics from Stony Brook University and a Master’s degree in finance from CUNY Baruch College in New York City. He is a Chartered Financial Analyst (CFA®), Chartered Retirement Plans Specialist (CRPS®) and a Chartered Advisor in Philanthropy (CAP®). Peter is also the author of two well-regarded books, Getting Started in Security Analysis (Wiley, 1998, 2009) and A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation (with Angelica Berrie, Wiley, 2012). His practice is focused on providing excellence in wealth management—serving as a fiduciary for his clients and their legacies.
Peter has participated in panel discussions and has given speeches on the issues surrounding the nexus of wealth management and philanthropy—what he refers to as being a Legacy Agent. Peter has been honored by the Diabetes Research Foundation, as the recipient of the Gillan Family Humanitarian Award by the Child Abuse Prevention Service (2011), as Man of the Year by Life’s WORC (2013), as Philanthropist of the Year by the Long Island Alzheimer Foundation (2014), as the recipient of the Larry Kushnick Memorial Award for Community Service (2018), and named the Best Philanthropist on Long Island in 2017 by Bethpage Federal Credit Union.
Peter and his wife have been married for more than 25 years and they have three children. He is very active in his community, advising private foundations in a professional capacity and volunteering on various boards. He is President of the Claire Friedlander Family Foundation and serves as Chairman of the Tilles Center for Performing Arts Council of Overseers. He sits on the boards of the Holocaust & Tolerance Center of Nassau County, the Huntington Library Foundation, Life’s WORC/Family Center for Autism, the Dean’s Advisory Board of Harvard’s School of Dental Medicine, the Dante Foundation, Cold Spring Harbor Laboratory Association and formerly on the board of the Long Island Community Foundation and the Bronx High School of Science Alumni & Endowment Committee.