Jason Klein

Principal

Lovell Minnick Partners

Joined: 2011

Office Phone:

(610) 995-9660


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Bio

Jason joined the Philadelphia office of LMP 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 LMP, 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. Jason is a member of the Boards of Directors of Deep Pool Financial Solutions and Xactus. 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.

Education

Work History

Pine Brook Partners