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Ethan Klie

Client Coordinator

Ethan is a client coordinator working in our Pittsburgh office and is a member of the firm’s Advisory Service Team. In this role, Ethan helps deliver a consistent, high-quality service experience by serving as a centralized point of intake and accountability for client service requests.

Licensing and Education

  • Bachelor of Science in Finance Grove City College
  • Series 65

Accomplishments and Honors

Ethan served as president for the Pan Sophic Fraternity at Grove City College.

Community Involvement

Ethan serves his local community by volunteering at soup kitchens and clothing closets in the Grove City, PA area.