Joseph Klein
Managing Director, Investing & Development
Joe Klein leads investment research, underwriting, and deal execution for FirstPathway Partners. He earned his Bachelor of Science in Economics from the Wharton School at the University of Pennsylvania, with dual concentrations in Finance and Real Estate.
Prior to joining FirstPathway Partners, Joe served as a financial analyst and new deal originator within Lehman Brothers’ Global Real Estate Group, Wall Street’s premier commercial real estate investment division. In this capacity, he evaluated over $1 billion in commercial real estate loans and equity investments and successfully closed approximately $350 million in high-stakes transactions. His core responsibilities included underwriting, complex financial modeling, and deal-structure analysis, providing the foundational insights required for final approval by the investment bank’s credit committee.
At FirstPathway Partners, Joe leverages his Wall Street institutional underwriting and deal-structuring expertise to evaluate potential opportunities, negotiate prudent terms, and implement robust structures designed to protect client capital and safeguard FPP’s investments.
Email: kleinjos@firstpathway.com
