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Investor PortalGenerations of experience and a multifaceted approach differentiate Klein Enterprises from other real estate development and investment firms. Through its unique holding company structure, Klein is able to provide its investors and partners with both current cash flow and portfolio expansion opportunities.
President
Daniel Klein serves as President of Klein Enterprises, a 4th generation developer, owner, and operator of commercial real estate throughout the Eastern region of the United States.
Daniel runs the Company with a focus on optimizing the performance of the existing portfolio while implementing a strategy for longer term growth. During his tenure as President, he has overseen the growth of the Klein Enterprises portfolio to almost 60 assets totaling over $1.25BN in gross asset value. In 2021, Daniel established Sundeck Capital to manage and grow the Klein family office.
Daniel graduated from Boston University with a BS in Communication and a concentration in Economics. Daniel serves as a member of YPO (Young President’s Organization), ICSC (Innovating Commerce, Serving Communities) and the Urban Land Institute (ULI).
Additionally, Daniel serves as the President of the Philip and Harriet Klein Foundation and has served on numerous philanthropic boards.
Chief Investment Officer
Sean joined Klein Enterprises in January of 2017 and serves as the company’s Chief Investment Officer. In the CIO role, Sean works closely with firm principals and department heads in order to source, evaluate, and manage investment opportunities related to the core real estate business while also implementing an asset allocation strategy for the Klein Family’s Charitable Foundation.
Originally from New York, Sean spent over ten years working in the hedge fund community in both a trading and analytical capacity.
Sean has an M.B.A in Finance & Real Estate from New York University’s Leonard N. Stern School of Business, and a B.A. in Political Science from Northwestern University. In his free time, Sean enjoys spending time with his wife Stacey and son Jake, traveling, and proudly supporting his beloved New York Islanders hockey team.
Chief Financial Officer
Aaron Levinoff joined Klein Enterprises in August 2017 as Chief Financial Officer. In the CFO role, Aaron is responsible for overseeing the finance, tax and accounting functions for the core real estate activities and family office. Prior to joining the Company, he served for 12 years as the CFO of a Baltimore based event-driven hedge fund and family office and two years as an investment banking associate in New York City. Originally from Toronto, Aaron earned a Bachelors of Business Administration degree from the Schulich School of Business at York University and a Masters of Business Administration degree from Cornell University’s Johnson School of Business and is also licensed as a Chartered Public Accountant and Chartered Accountant in Ontario.
In the community, Aaron serves on the Board of Trustees of the Beth Tfiloh Dahan Community School. Outside of work, Aaron is an avid hockey and football fan and enjoys spending time with his wife, Heather, and four children, David, Amy, Emily and Rebecca.
General Counsel
Neil Schechter has over 30 years of experience in commercial and residential real estate law, having practiced in both private law firms and corporate settings. Prior to joining Klein Enterprises, Neil served as the General Counsel to the Urban Atlantic Companies in Bethesda, and as the Washington D.C.- Area General Counsel to Toll Brothers, Inc., a Fortune 500 Company. Neil is also a Member of the Baltimore, Maryland based law firm of Gordon Feinblatt LLC. where he practices law as a member of the Real Estate Practice Group and focused on all types of complex real estate and commercial business matters. Mr. Schechter earned his Bachelor of Arts degree from Columbia University and his Juris Doctor from the University of Maryland School of Law. He is a member of the Bar of Maryland and of the Bar of the District of Columbia and was named to Best Lawyers in America 2015 for Real Estate Law.
Director of Development
Matt started his work at Klein Enterprises in August 2012, and has proved to be an invaluable asset to our team. As Director of Development, Matt’s responsibilities include assessing site feasibility/due diligence, preparing development/construction budgets, overall leadership and oversight of the design/project teams, procurement of entitlements and permits and selection of the contractors for each project. Before joining Klein Enterprises, Matt spend many years as Branch Manager for a large civil engineering firm located in Towson, MD. He graduated from The Pennsylvania State University with a Bachelor of Science in Civil Engineering and a Master of Business Administration in Finance. He is a licensed Professional Engineer in MD, PA, VA, DC, DE and WV. At home, Matt enjoys spending time with his wife, Kim, and his children, Andrew and Jackson. He also likes grilling/smoking meats, landscaping, working on home improvement projects and Penn State football.
Associate Director | Acquisitions and Development
Associate Director | Acquisitions and Development
Samuel Neuberger serves as Associate Director of Development at Klein Enterprises and Managing Director at Halcyon Equity. Samuel received a JD from the University of Maryland and a BS in Business Management from the Johns Hopkins University.
Samuel served as a Judicial Law Clerk at United States District Court for the District of Maryland and as Legislative Fellow with the United States Senate Committee on Appropriations.
Samuel serves on the Board of the Johns Hopkins University Carey Business School, The Associated Charities Investment Committee, and the Baltimore Jewish Council.
Associate Director | Acquisitions & Development
Associate Director | Acquisitions & Development
George Cavelius joined Klein Enterprises in November 2018 as a member of the Investment & Development team. George is responsible for evaluating acquisition/disposition opportunities, development activities, and portfolio-level optimization and capitalization. Prior to joining KE, George most recently worked on the Asset Management & Underwriting team for the Birmingham based healthcare REIT, Medical Properties Trust. George earned his M.B.A in Real Estate & Corporate Finance from the UNC Kenan-Flagler Business School, and graduated Summa Cum Laude from Virginia Tech with dual degrees: B.S. in Accounting and B.S. in Finance. George is also a licensed Certified Public Accountant in Maryland. Outside of work, George enjoys spending time with his wife, Katelyn, and daughter, Caroline. He also spends his free time playing competitive slow-pitch softball, grilling/smoking meats, attending country music concerts, and trail hiking.
Associate Director | Acquisitions & Development
Associate Director | Acquisitions & Development
Matt Hutton joined Klein Enterprises in October 2016 and serves as a member of the investment team and Associate Director involved in both acquisitions and development activities across the portfolio. Prior to joining Klein, Matt led the underwriting and analytics platform for a national investment sales and advisory firm, before which he spent many years working in commercial debt capital markets at M&T Bank. Matt graduated from Washington & Lee University with a B.S.c. in Business Administration, and earned his M.S. in Real Estate and Infrastructure from the Carey Business School at Johns Hopkins University. He is an active member of the Urban Land Institute (ULI), ICSC and NAIOP.
Analyst | Acquisitions & Development
Analyst | Acquisitions & Development
Nathan Allentoff joined Klein Enterprises in May 2022. As an analyst on the Investment & Development team, he assists with acquisitions, developments, and asset management. Prior to joining KE, Nathan researched macro hedge funds at an investment advisory company and worked on the asset management team for a real estate investment firm focused on grocery anchored retail properties.
Nathan graduated from the University of Maryland with a finance degree, real estate development minor, and entrepreneurship minor. In his free time, Nathan enjoys playing and watching sports, learning about innovations in the car industry, and assisting undergraduate students with schoolwork and career questions.
Analyst | Acquisitions & Development
George joined Klein in October of 2022 and serves as a member of the investment and development team. Prior to joining Klein, George worked as a project manager for a Baltimore based general contractor. George graduated from Washington & Lee University with a degree in business administration an accounting. Outside of work he enjoys playing squash, cycling, and boating on the Chesapeake Bay.
Director of Asset Management
Devin Gerhart joined Klein Enterprises as a Property Manager in February, 2015. He is responsible for managing the retail and office assets within Klein Enterprises portfolio. Devin graduated with a Master’s of Real Estate Development degree from the University of Maryland. He is an active member in the Urban Land Institute, including the Young Leaders Partnership Forum program. Previously, Devin worked in Property/Asset management in the Washington, D.C market, his portfolio consisted of mixed-use developments, grocery anchored shopping centers, and executive office suites. When he’s not working, Devin enjoys golfing, traveling with his wife, Erica, and watching the Ravens.
Property Manager
Colby joined the Klein Enterprises team as a Property Manager in May 2017. He is responsible for managing the nearly 2,000,000 sqft of retail space and office assets within the Klein Enterprise portfolio. Colby graduated with a B.S. in Business Administration from Towson University. Previously, Colby worked as a Project Manager for a residential home builder in the Baltimore area. During his free time, Colby enjoys spending time with his wife and daughter as well as traveling, playing golf, and basketball.
Property Manager
Beth Tolle joined Klein Enterprises in March 2022. Beth has 20 years of experience in the multifamily real estate industry. She spent her career in various roles including Leasing Manager, Assistant Manager, and Property Manager. Beth received her NALP designation in 2006. She has extensive knowledge of maintaining high occupancy levels, overseeing operations and property management to maximize company revenue.
Director of Leasing | Broker of Record
Director of Leasing | Broker of Record
“Trisha” came to Klein Enterprises, in November 1996. In her primary role as Director of Leasing and Marketing, Trisha negotiates proposals and leases, representing landlords of approximately 2.5 million square feet, in the Greater Baltimore Metropolitan area. She maintains strong Landlord/Tenant communication from the start of the lease process, through opening day and beyond. She became a partner in 2002, and in 2013 she became the company broker of record.
A member of ICSC since 1996, Trisha served as a member of ICSC’s Economic Development Committee-Mid-Atlantic Idea Exchange, 2004; ICSC’s Maryland Political Action Committee, from 2004-2007; where she worked with developers, brokers and organizations to advocate industry positions on such matters as zoning, impact fees, common area maintenance administration, shopping center security and storm water management.
In 2003, Trisha brought the investors together, and was actively involved in the design and development plan for The Village at Odenton Station; Anne Arundel County’s first, mixed-use, transit-adjacent-development; located opposite the Odenton MARC Rail Station, in Odenton Town Center. Today, the 235 apartment units are 100% leased; with approximately 30% of the residents riding MARC trains to Baltimore and Washington. Trish represents the owners, the Dolben Company, as the broker in leasing the 57,000-sf of first floor, commercial space.
Trisha was instrumental in the creation of new legislation for liquor licenses in Anne Arundel County, MD in 2005, greatly benefiting restaurant chains and the growing communities surrounding the state capitol.
After serving as a committee member of ICSC’s Mid-Atlantic Alliance Committee, in 2009, Trisha became the Alliance, private sector co-chair from 2010-present; where she has co-organized informational meetings between the public/private sectors in MD/DC/VA. Some of these events included panel discussions about Base Realignment and Closure (BRAC), Transit-Oriented Development (T.O.D.) with panelists from HUD, MDOT, and private developers. In 2011, she organized a combined Alliance-Retail, green building workshop, with retailers and developers sharing insights on sustainable building plans and green-box lease exhibits. Most recently, Trisha co-organized a webinar discussion focusing on anti-Big Box legislation, with an emphasis on Montgomery County’s Bill 33-11, Urban Renewal and Community Development – Community Benefits Agreements – Large Retail Stores.
PROFESSIONAL AND COMMUNITY AFFILIATIONS
Leasing Associate
Paul Weinberg joined Klein Enterprises as a Leasing Associate in April 2015 after working for the past 5+ years as a Leasing Agent and Property Manager. Prior to that, Paul was an Acquisition Analyst for a retail development firm. Paul is primarily responsible for the procurement of new tenants, in addition to assisting Trish Palumbo with existing tenant renewals, expansions, relocations, and assignments. Paul is a 2002 graduate of Towson University with a Bachelor’s degree in Communications, and a 2013 graduate of Johns Hopkins University with a Master’s degree in Real Estate. In his free time, Paul enjoys spending time with his wife, Nissa, and his two sons, Adley and Rece, as well as playing drums, listening to music, reading, and watching Orioles & Ravens games.
Leasing & Property Management Coordinator
Leasing & Property Management Coordinator
Fran Mensh joined Klein Enterprises in March 2019. She has over 25 years of experience in commercial real estate. Fran’s primarily role is to provide support for the leasing and property management team in all facets of leasing, and building operations and maintenance. Previously, Fran worked as a Property Administrator for a commercial real estate company in the Baltimore Area. In her free time, Fran enjoys spending time with her husband and two children, vacationing somewhere tropical and warm, and watching the Washington Capitals games.
Marketing Manager
Jessica Zinn joined Klein Enterprises in April 2015. She has over 19 years of marketing experience in commercial real estate. As the marketing manager, she oversees the marketing process for property listings from start to finish; designs project-specific marketing collateral, offering memoranda and presentations; maintains the company website; creates social media campaigns, and provides general graphic design support company-wide. Jessica graduated from Frostburg State University with a Bachelor’s degree in Marketing. At home, Jessica enjoys spending time with her husband and children.
Accounting Associate
Jim Fisher joined Klein Enterprises in November 2015. He earned his B.S in Accounting from Virginia Tech and brings nearly 20 years of accounting experience to the team. His previous professional experience includes audit and process improvement and operational accounting and reporting for residential construction and land development projects. In his free time, Jim enjoys spending time with his wife, Dani, and his three daughters, Kaitlyn, Ava, and Mya as well as anything involving sports.
Accounting Associate
Elizabeth DeCheke joined Klein Enterprises in February of 2015. She earned her B.S. in Accounting in Hungary and brings ten years of accounting experience at companies of various size and industry. She is responsible for comprehensive general ledger maintenance, account reconciliation, analysis and financial reporting of the entities while ensuring efficiency in the accounting processes. In her free time she loves learning with her daughters about anything that peaks their interest, and tries to keep up with the rest of the family when they go skiing, hiking, biking, running or just on a trip.
Accounting Associate
Michelle joined Klein in October of 2022. She is a paint brush artist and was in the beauty industry as a salon owner for 30 years, until the pandemic closed her salon. Her accounting experience began in the promotional marketing industry and has landed in real estate. Her primary focus will be on the Accounts Payable process.
Michelle enjoys spending time with her husband on their boat, fishing for rockfish, attending Ravens football games, and tending to her flower and vegetable gardens.
Accounting Associate
Christa came to Klein in April 2022 with over 27 years of Accounting Clerk experience. Her primary focus will be to focus on the Accounts Payable process. Christa is certified by The National Association of Certified Public Bookkeepers while currently pursuing a BA degree in Criminal Justice with a concentration in Human Services.
Christa loves being a mother of two grown children, and her 13-year-old; who refers to as her “Princess” and a grandmother to her seven grandchildren. She prides herself on being a great leader in her church Auxiliary Outreach where she gives back to the community and finds the necessary resources to grow healthy communities.
Accounting Associate
Kelly Zhao began working at Klein Enterprises in December of 1999. As a graduate of the Professional Business College in New York City, Kelly possesses exceptional knowledge of the accounting field. Her duties encompass all aspects of the accounting function within Klein Enterprises. In her spare time, Kelly enjoys seeing movies, as well as spending quality time with her family.
Office Manager
Monica Berman has been with Klein Enterprises for 29 years and has been a partner since 2000. She is the longest team member and brings to the table the knowledge taught to her by her greatest mentor and educator, the late Philip Klein, founder of Klein Enterprises. Monica’s primary roles are office manager and human resource manager, overseeing the daily office operations. Some of her other responsibilities include insurance and tax administration for the properties and assisting in the financing of the various properties. Monica enjoys sports, reading and spending time with her husband and three daughters.
Executive Assistant
Kelley Summers started working with Klein Enterprises in October 2004 and she works primarily as Daniel Klein’s personal assistant. Additionally, she works on various administrative duties for the Philip and Harriet Klein Foundation, Family Trusts, and takes care of other general administrative tasks throughout the day. Besides working, Kelley loves spending time with her grandchildren and her family, and enjoys attending O’s games!
Field Supervisor
John began with Klein Enterprises in September 1989. His primary role is oversight of the maintenance for all of the properties in the Klein portfolio, and managing supervision of ten maintenance staff. He lives in Pennsylvania and enjoys fishing, hunting, jewelry, and coin collecting/trading, and spending time with his lovely wife, Shannon.
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