Jim has 23 years of investment and financial planning experience and is both a CFA® Charterholder and CFP® Practitioner. He has worked as an equity analyst for a long/short hedge fund, Frontline Capital Management, a wealth manager at national financial planning firm, Sagemark Consulting (Lincoln Financial Advisors), a portfolio manager at Spruce Hill Capital Management, and founded his own RIA firm, Peak Point Capital Management, LLC. Jim merged Peak Point with Gottfried & Somberg Wealth Management, LLC in December 2018.  Jim has been a volunteer with CFA Society Hartford since 2014 and has served on the Executive Board since 2017.

Jeffrey Kleintop, CFA®, is Managing Director and the Chief Global Investment Strategist at Charles Schwab. He 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, Kleintop provides actionable insights through social media posts (@
JeffreyKleintop), written commentary on Schwab.com, videos, conference calls, webcasts, and in-person events.

Kleintop 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, Yahoo! Finance, and CNN. Kleintop has been cited in The Wall Street Journal as one of “Wall Street’s best and brightest,” and he has been a featured keynote speaker at industry events. Kleintop 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. Kleintop received his Master of Business Administration from Pennsylvania State University and earned his Bachelor of Science in business administration from the University of Delaware. He is a Chartered Financial Analyst (CFA®).