SANTA BARBARA ESTATE PLANNING COUNCIL

Jeffrey Kleintop is Senior Vice President, Chief Global Investment Strategist. In this role, he is responsible for analyzing and discussing international markets, trends and events to help U.S. investors understand their significance and financial implications. He provides research, commentary and actionable insights to Schwab’s client-facing teams and the firm’s Investor Services and Advisor Services clients.

Prior to joining Schwab, Jeffrey served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America.

Jeffrey is frequently cited in a range of national media outlets including The Wall Street Journal, the New York Times, Barron’s and Financial Times, and he is a regular guest on news networks including CNBC, Bloomberg, Fox Business News, PBS and ABC News. He has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and has been a featured or keynote speaker at dozens of industry events annually including the Barron’s Top Financial Advisor Summit and the Financial Planning Association annual conference.

Jeffrey earned a Bachelor of Science degree in Business Administration from the University of Delaware and an M.B.A. from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA®) charterholder.