Craig Kleis

Craig Kleis has nearly 20 years of experience assisting business owners with transition, pre- and post-transaction planning, and investment management.  He provides counsel to clients and their professional advisors on a variety of matters, including the sale of closely held businesses, tax and estate planning, multigenerational asset allocation, philanthropy, and retirement planning.  Prior to joining Bernstein, Kleis held sales and marketing leadership roles for a technology company and a medical device company. Before that, he worked in public accounting as an auditor for Price Waterhouse. Kleis received a BBA in accountancy from the University of Notre Dame and an MBA from the University of Minnesota’s Carlson School of Management.