At Klein Wealth Management, our team is dedicated to providing you with sophisticated resources and personal, attentive service. We believe that the science of finance is the foundation of prudent investment management. We hold our client’s interest paramount in all decisions. Fiduciary stewardship and investment diligence are hallmarks of our practice.


Peter J. Klein CFA®, CRPS®, CAP®

Managing Director, Partner

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.



learn more close

Jane E. Voorhees CFP®

Senior Wealth Associate

Jane joined the financial services industry in 1981 and has worked with Peter Klein’s team for over 20 years. In 2013, she joined HighTower after nearly two decades at UBS where she was recognized with their Quality of Service Award.  She is able to understand the individual needs of her clients and develop deep and lasting relationships with them.

Jane earned a Bachelor’s degree in Accounting from Massachusetts College of Liberal Arts. She is a Certified Financial Planner ®, and holds her Series 7 and 66 securities licenses. She is also licensed to sell life insurance in New York State. A certified yoga instructor (RYT 200), Jane is a member of the Long Island Yoga Association. 

learn more close

Lissette Almanzar

Client Service and Engagement Associate

Lissette joined HighTower in October of 2017. Lissette leads KWM’s marketing and communication efforts with the primary goal of providing transparency for our clients through engaging and valuable content. She has several years of experience in client services within the financial sector and previously worked in banking. Her diverse professional background additionally includes experience in marketing research, social media, and strategy/content creation. As a native of the Dominican Republic, she is also a bilingual Spanish speaker.

Ms. Almanzar earned her Bachelor of Science in Health Sciences and her Master of Business Administration in Marketing from Stony Brook University in New York. She holds her Series 7 and 66 licenses.

learn more close

HighTower Strategic Partners


Matt Harris

Head of Consulting

Matt Harris brings over 11 years of investment analysis and capital market experience to HighTower.  Mr. Harris currently is focused on research and investment strategy for asset allocation and equity markets, as well as oversight of the multi-asset model portfolios.  He has held various roles within the HighTower Wealth Management division, including Head of Consulting, leading manager research / investment due diligence and managing the independent research offering.  Prior to joining HighTower, he worked as a Financial Advisor with a Senior Institutional Consulting wealth management team, which subsequently left Morgan Stanley in the fall of 2008 to join HighTower.  His work within the wealth management team focused on investment analysis, portfolio construction, and asset allocation. 

 

Mr. Harris holds the FINRA Series 7 and 66 securities licenses and Chartered Market Technician (CMT) designation. Mr. Harris played intercollegiate soccer for both University Nevada‐Las Vegas and San Francisco State University, and graduated from San Francisco State University with a BS degree in Finance.

learn more close

Michael Dupuis

Head Trading & Sales

Michael Dupuis joined HighTower in 2017 and has 10 years of industry experience.  Prior to joining, he was a Senior Associate at Performance Trust Capital Partners, LLC where he provided fixed income analytics and education to CEOs, CFOs, and portfolio managers at depository institutions across the country.  He created and delivered institution-specific portfolio management strategies using scenario based total return analysis.  His sectors of focus were agency and private label MBS, municipal bonds, agency debentures, Small Business Administration (SBA) debentures and pools, Home Equity Conversion Mortgages (HECMs), and agency commercial MBS.  Prior to Performance Trust, he was a Portfolio Accountant at Institutional Capital, LLC and an Analyst in the Alternative Investment Products group at U.S. Bancorp Fund Services.

Michael focuses on trade execution, measuring risk and reward of fixed income investments, as well as fixed income idea generation. He works directly with HighTower advisors and their teams to help them create and execute custom, goals-based investment plans for their clients.

Mr. Dupuis is a graduate of the University of Notre Dame with a BBA in Finance.  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Chicago.  He also holds FINRA Series 7, 52, and 63 licenses.

learn more close

Jared Schwartz

Head of Enterprise Risk

Jared Schwartz brings almost two decades of experience in financial risk management to his role as the Head of Enterprise Risk at HighTower.

Prior to joining the firm, Jared served in a variety of senior risk roles at JP Morgan’s Private Bank, most recently as the lead Investment Risk Manager for the organization’s manager due diligence and selection process. Previously, he was at both AllianceBernstein and Citigroup, where he was tasked with building out the Investment and Operational risk programs in both buy- and sell-side positions. At Citigroup, he was selected from the firm’s global talent pool to participate in the organization’s inaugural Risk Management Associates program. Jared started his career as a Consultant with Arthur Andersen.

Jared holds the Financial Risk Manager® (FRM®) designation. He earned his Master of Business Administration degree from New York University’s Stern School of Business, with concentrations in Finance and Information Technology. He also earned his Bachelor of Science degree in Management Information Systems and International Finance from Binghamton University.
learn more close