Profilo
Mr. Steven Kleyn, CFA, is a Chief Investment Officer & Partner at Aletheian Wealth Advisors LLC.
He leads the team in development and oversight of investment solutions.
For the past 16 years, his focus has been on the design and implementation of efficient investment portfolios for both families and institutions in public and private markets.
Mr. Kleyn brings quantitative rigor, qualitative analysis, risk management and tax awareness to the investment process.
He holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certificate in Investment Performance Measurement (CIPM) designations, and is a member of CFA Society Seattle and CAIA Seattle.
Posizioni attive di Steve Kleyn
| Società | Posizione | Inizio |
|---|---|---|
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Direttore degli Investimenti | 01/10/2021 |
Formazione di Steve Kleyn
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
















