Jonathan Klein

Jonathan is currently part of the RHG Group, where his expertise in comprehensive financial planning shines.

His role encompasses delivering tax-efficient investment strategies, retirement planning, and risk management solutions tailored to meet client needs. Jonathan's professional journey began at Morgan Stanley in 1994, where he honed his skills in various product management roles over a 17-year tenure. In 2010, he transitioned to Barclays, dedicating five years to overseeing their investment advisory platform. His career path then led him to Stifel in 2015, following their acquisition of the Barclays Wealth business. During his seven-year tenure at Stifel, Jonathan ascended to the role of Managing Director, heading the Alternative Investments division. This position entailed providing clients with premier access to Private Equity and Hedge Fund opportunities. In 2021, Jonathan embarked on a new venture as the Head of Sales at Grayscale Investments, the world's largest cryptocurrency asset manager. After a year, he joined Prudential Advisors in October 2023, bringing a wealth of experience to his current role. Jonathan's academic background includes a Bachelor's degree in Accounting from the University at Albany (1993), followed by an MBA from NYU Stern School of Business (2000). Residing in Huntington with his wife and three daughters, Jonathan's life outside the office is filled with various activities. He is an avid golfer and tennis player, enjoys fishing, and actively supports his daughters' athletic pursuits.