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Michael J. Kleinfelder

Michael J. Kleinfelder

Vice President - Investments

Followers of Michael J. Kleinfelder754 followers
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  • Timeline

  • About me

    President and CEO at Kleinfelder Capital

  • Education

    • Xavier University - Williams College of Business

      2006 - 2008
      MBA Business

    • Denison University

      1996 - 2000
      B.A. Economics, Minor English Economics

  • Experience

    • UBS

      Oct 2000 - May 2010
      Vice President - Investments

    • Morgan Stanley

      May 2010 - Sept 2017
      First Vice President - Wealth Management, Financial Advisor

      http://www.morganstanleyfa.com/michael.kleinfelder/

    • Kleinfelder Capital

      Sept 2017 - now
      President and CEO

      Kleinfelder Capital Inc is a full service wealth management firm that specializes in comprehensive financial planning and investment management for high net worth families, executives, professionals and retirees. As a fiduciary for every client, trust and integrity are the preeminent factors in every relationship. www.KleinfelderCapital.comMike.Kleinfelder@KleinfelderCapital.com8050 Hosbrook Road, Suite 200Cincinnati, OH 45236513.808.9700

  • Licenses & Certifications

    • NMLS# 1278568

      Jul 2015

    • CERTIFIED FINANCIAL PLANNER™

      CFP® Board of Standards
      Jul 2006

    • CERTIFIED FINANCIAL PLANNER™

      CFP® Board of Standards
      Jul 2006