Meet The Team

Lauren Klein GeoWealth

Lauren Klein

Business Development, West

Lauren leads the sales and distribution efforts throughout the West at GeoWealth. Her time is spent serving the unique needs of RIAs and delivering solutions that will enable firms to focus their time and energy on what matters most: the goals and objectives of their clients. Prior to this role, Lauren was a Strategic Consultant at GeoWealth, supporting both existing and new client relationships.

Before joining GeoWealth in 2020, Lauren was a Sales Consultant at State Street Global Advisors and the SPDR Family of ETFs. Lauren joined State Street in 2017 and held various positions within the firm’s intermediary distribution business, working closely with ETF strategists, RIAs, Independent Broker Dealers, and Turnkey Asset Management Platforms (TAMPs).

Lauren earned a B.S. in Finance and Marketing from Providence College where she also competed as a member of the Women’s Ice Hockey Team – serving as a captain her junior and senior seasons. Lauren was born and raised in Minnesota and is an avid, and frequently heartbroken, Minnesota sports fan.


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