Allen Klee, CFA

Managing Director, Senior Research Analyst
// Equity Research

Allen Klee is a Managing Director, Senior Equity Research Analyst at Maxim Group, LLC covering tech, telecom and media.  Prior to joining Maxim, Mr. Klee was a Managing Director, Equity Analyst covering TMT at National Securities Corporation.  Prior sell-side experience included working at Maxim Group as an SVP of Equity Research and Sidoti & Company, LLC as a Senior Equity Analyst also covering TMT.  Other experience includes buy-side roles as a Prop Trader at Xanthus Capital, Equity Analyst at both Casey Capital and Sigma Capital, and as a Portfolio Manager for small and midcap mutual funds at both First Investors Corporation and Guardian Life Insurance.  Prior to that, Mr. Klee was a Senior Credit Analyst at both Guardian Life Insurance and at Moody’s Investor Service.  Mr. Klee earned his MBA in Finance from the NYU Stern School of Business and has a B.S. from Rutgers University with a double major in BioMathematics and Economics.  He also holds the CFA designation.

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