Managing Director, Head of Corporate Finance and HR · Forest Investment Associates
Christina D. Klein
CRD 5030066 · Named on Form ADV at one SEC-registered adviser
At a glance
Forest Investment Associates, an SEC-registered asset manager based in Atlanta, GA with $5.2 billion in regulatory assets, lists Christina D. Klein on its Form ADV as Managing Director, Head of Corporate Finance and HR, a control person.
Firms and roles
- Forest Investment AssociatesManaging Director, Head of Corporate Finance and HRAsset manager · Atlanta, GA · $5.2B in regulatory assets
AtlasMembers
Christina’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marc A. WalleyBoard Chair, Forest Investment Associates
- Michael P CerchiaroPresident & CEO, Forest Investment Associates
- ANDREW l. BOUTWELLSR. Managing Director, Head of Investment Management, Forest Investment Associates
- Darcy L AustinManaging Director, Head of Client Accounting, Forest Investment Associates
- Michael D. MacarthurChief Compliance Officer, Forest Investment Associates
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.