Bruce L. Klein

, CFA

Managing Director

Bruce Klein is a senior relationship manager for CIBC Private Wealth with more than 30 years of experience in the investment management business.​

Bruce was an investment advisor for nearly 13 years at Geneva Advisors before it became part of CIBC in 2017. He also was instrumental in the development of the fixed income department in roles including portfolio manager, analyst, and strategist.  Prior to joining Geneva, he spent 18 years in the institutional fixed income departments of Raymond James, Mercantile Bancshares, and Kidder Peabody, where he advised insurance companies, investment firms, and municipalities on a broad array of debt securities.

Bruce earned a Master of Business Administration from the University of Chicago, a Bachelor of Arts in economics from Rutgers University and studied at the University of Brussels in Belgium. He holds the Chartered Financial Analyst® designation.​

Bruce and his wife live in Deerfield, Illinois and have three children. He is a fan of all types of music and enjoys reading about political/economic policy