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Ross Klein
Analyst-Equity at Wellington Management Co. LLP
Profile
Ross Michael Klein is the founder of Changebridge Capital LLC.
He is currently working as a Vice President & Equity Research Analyst at Wellington Management Co. LLP since 2022.
Previously, he worked as an Equity Analyst at Boston Partners Global Investors, Inc. from 2010 to 2020.
He completed his undergraduate degree from Babson College.
Ross Klein active positions
Companies | Position | Start |
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Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Analyst-Equity | 2022-04-30 |
Former positions of Ross Klein
Companies | Position | End |
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Changebridge Capital LLC
![]() Changebridge Capital LLC Investment ManagersFinance Changebridge Capital LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ross Klein and Vince Lorusso in 2020. They provide investment management services to individual and institutional clients. | Chief Executive Officer | 2022-04-30 |
Boston Partners Global Investors, Inc.
![]() Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Analyst-Equity | 2020-02-29 |
Training of Ross Klein
Babson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 3 |
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Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Finance |
Boston Partners Global Investors, Inc.
![]() Boston Partners Global Investors, Inc. Investment ManagersFinance Boston Partners Global Investors, Inc. (Boston Partners) is a SEC-registered investment advisor headquartered in Boston, Massachusetts with offices in New York, London, Los Angeles and Greenbrae, California. Formerly known as Robeco Investment Management, Inc., the firm was founded by Mark Donovan, Robert Jones, Harry Rosenbluth, and Paul Heathwood in 1995 as Robeco USA, Inc. They are a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by ORIX Corp. (TYO: 8591, NYSE: IX), a Tokyo-based international financial services company established in 1964. Boston Partners provides value equity investment products to individual and institutional clients. | Finance |
Changebridge Capital LLC
![]() Changebridge Capital LLC Investment ManagersFinance Changebridge Capital LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ross Klein and Vince Lorusso in 2020. They provide investment management services to individual and institutional clients. | Finance |
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