Matthew Klein
Vice President at Bernstein Private Wealth Management
Denver, Colorado
Overview
Work Experience
Vice President, Banker
2024 - Current
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm .
Vice President | Weath Advisor
2023 - 2024
Member of the Sweater Cashmere Fund Investment Committee
2022 - 2023
Chief Experience Officer
2022 - 2023
Co-Founder
2021 - 2023
Venture Partner
2021 - 2022
Sweater is a fintech company building the first fully-managed venture capital fund that is open to everyday investors.
Raised $14,300,000.00 from Kickstart, Eli Broverman, Nick Perez, Litquidity Capital, Monsen Ventures, Aaron Wolko, Bison Venture Partners, Nate O'Brien, Jeff Cruttenden and Spacestation Investments.
Executive Chairman
2020 - 2023
Member of the Board of Directors
2016 - 2023
Co Founder
2015 - 2023
Chief Executive Officer
2016 - 2020
Backbone is a product development platform that empowers brands to make products smarter, faster, and at scale.
Raised $21,400,000.00 from Foundry Group, Novel TMT Ventures, Signal Peak Ventures, Montauk Ventures, Spider Capital, Peterson Ventures, Beanstalk Ventures, Scott Belsky, Grotech Ventures and Clark Valberg.
Contributor
2019 - 2023
Forbes Magazine is a business magazine that is focused on business news and financial information.
Raised $200,000,000.00 from Binance.
Mentor
2019 - 2023
Techstars is an accelerator that provides pre-seed investment and mentoring for various early stage startups.
Raised $108,919,999.00 from SVB Financial Group and Foundry Group.