Carson Kleiner serves as a vice president and new business officer at Rosenthal Capital Group, where she combines deep-rooted family legacy with a modern, hands-on approach to entrepreneurial growth. Representing the fourth generation of her family firm, Kleiner transitioned into specialty finance from a background in wealth management, driven by a desire to work more directly with founders to scale their businesses while preserving their ownership. Her philosophy is defined by her role as a “financial concierge,” a title bestowed by clients who value her ability to provide comprehensive support that extends far beyond standard working capital solutions.
This past year, Kleiner has been instrumental in spearheading RCG’s international expansion, with a specific focus on expanding the firm’s footprint in the United Kingdom. By establishing new relationships with lenders and referral sources abroad, she has played a critical role in transitioning the firm toward a more global lending strategy.
Kleiner has played a pivotal role in expanding RCG’s presence in the early-stage high-growth Consumer-Packaged Goods (CPG) sector. Recently, RCG launched an event series aimed at supporting female founders and entrepreneurs, a cause that resonates deeply Kleiner. This initiative is designed to provide high-potential leaders, who often lack access to traditional financing, with the necessary resources to thrive.
Kleiner’s unique advantage lies in her ability to combine institutional-grade deal assessment with the personal touch of a family-led business. Under the mentorship of Joel Wolitzer and her father, Ken Kleiner, co-president of the firm and a third-generation leader, she emphasizes the long-term health of the firm’s interests while remaining dedicated to her clients’ success. Each transaction is approached as a collaborative team effort, with a strong belief that trust and hard work are essential for building a multi-generational legacy. By staying attuned to the evolving needs of entrepreneurs, Kleiner honors the mission established by her great-grandfather in 1938, adapting it for today’s global market.
