About Bob Klein | Founder of Medici Capital, Newport Beach, California
Bob Klein is the founder of Medici Capital. Before forming his own firm, he was a Managing Director and Financial Advisor for J.P. Morgan Securities. Mr. Klein has had numerous achievements throughout his 30 year career, from authoring articles published nationwide, to being named a top Financial Advisor by Barron’s. He currently resides in Irvine, California.
Mr. Klein attended Davidson College located near Charlotte, North Carolina. Davidson is ranked among the most selective liberal arts colleges in the country. While at Davidson, Bob Klein pursued a B.A. degree in Economics. Mr. Klein wrote his thesis on the nature and causes of the business cycle during his senior year.
After graduation from Davidson, Mr. Klein ventured out to California to study economics with Dr. George Reisman. Dr. Reisman is an American economist who earned his doctorate under Ludwig von Mises, the leader of the Austrian School of Economics. At the time, Dr. Reisman was teaching in the MBA Program at Pepperdine University. Since then, Klein and Reisman have exchanged thoughts and collaborated on articles explaining the business cycle and applying the principles to current markets.
Before working with J.P. Morgan Securities, Bob worked as a Financial Advisor at Merrill Lynch in 2008. At Merrill Lynch, Mr. Klein managed multiple high-net worth accounts. Bob has also worked with Bear Stearns Private Client Services and started his career with Dean Witter Reynolds, Inc. as a securities broker.
In his position as a Managing Director and Financial Advisor at J.P. Morgan Securities, Bob Klein provided financial guidance and investment opportunities to a number of individuals ranging from entrepreneurs to business professionals.
Due to his extensive knowledge of business cycles, Mr. Klein is able to provide great insight into the financial markets. Throughout his career, Bob Klein has written multiple articles that have been published by numerous publications. Barron’s, San Francisco Chronicle, Houston Chronicle, Charlotte Observer, Pittsburgh Post-Gazette and The Los Angeles Daily News are just a few to name.
When he is not working, Bob builds upon his understanding of the nature of money through his extensive coin and paper money collection. He has collected coins from their origin in Asia Minor about 550 B.C. (modern day Turkey), Persia, Greece, Rome, China, Britain, to modern day money. He believes that a thorough grounding in the history of money can aid one in understanding how the nature of money and changes in its quantity causes boom/bust cycles, which directly move the stock, bond and real estate markets.
Bob also enjoys baseball. Bob finds that the sport can teach its players valuable lessons of sportsmanship such as the benefits of hard work, honor, professionalism, and respect. After his son showed interest in the game, Bob funded and organized the construction of Sun Devil Field, a state-of-the-art baseball park, located in Costa Mesa, California.
