Autor: Peter Klein

PETER KLEIN (HUNTINGTON NY), CFA, is a Senior Vice President/Investments with UBS Financial Services. In addition, he has been the President/Treasurer of The Claire Friedlander Family Foundation since it was first established in 2008. For many years, ?Klein was the financial advisor to Claire Friedlander–she entrusted her financial legacy to?Klein to perpetuate her ideals, beliefs, and concerns.?Klein has been an adjunct Professor of Graduate Finance at C.W. Post College of Long Island University. He is the author of Getting Started in Security Analysis (Wiley 2009).?Through his career, ?Klein has been called upon for major television/radio appearances to discuss investment strategy, analysis, and related financial services. ANGELICA BERRIE (ENGLEWOOD NJ) is President of the Russell Berrie Foundation, which makes transformational gifts to seed innovative philanthropic ventures that express Russ Berrie“s entrepreneurial spirit. After the death of her husband, NJ sales entrepreneur and philanthropist, Russell Berrie, Angelica assumed the role of CEO and Vice-Chair of the Board of Russ Berrie and Co. Inc., a global gift company listed on the New York Stock Exchange. The global gift company is best known for its lovable stuffed toys and popular products like the RUSS trolls. Angelica is also CEO of Kate“s Paperie, a five-store chain of globally sourced specialty paper and gift wrap (Manhattan and Greenwich CT).