Matthew Klein

Matthew Klein dedicated his career to building and scaling companies like Backbone PLM and Sweater Ventures. Now, he helps founders and families make pivotal financial decisions in his role at J.P. Morgan Private Bank. Having once relied on mentors and networks to grow his own ventures, he now pays it forward, offering guidance with the benefit of experience and perspective.

At this stage of his career, Matthew has shifted from chasing outcomes to showing up, investing time and care into keeping his family connected as each member grows in their own direction. He sees the family as its own ecosystem, requiring the same thoughtful attention he once paid to business. Health and presence have become core priorities.

Matthew learned through death by a thousand little cuts that others don’t always have all the correct answers, so now, he trusts his gut and competence to guide him. This way, he’s shaping his own path to success.