Jeffrey Kleintop

Managing Director, Chief Global Investment Strategist
Charles Schwab & Co., Inc.
Jeffrey Kleintop

Jeffrey Kleintop, CFA, is responsible for analyzing and discussing international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Jeffrey provides actionable insights through social media posts (@JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events. He is frequently cited in a range of national media outlets including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times. He is a regular guest on high-profile news networks including CNBC (including CNBC Asia), Bloomberg, Fox Business News, and CNN. Jeffrey has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and is a regularly featured keynote speaker at industry events. Jeffrey is the author of the investing book Market Evolution: How to Profit in Today’s Changing Financial Markets, published by John Wiley & Sons in 2006.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC. He received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. Jeffrey is a Chartered Financial Analyst (CFA).


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