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Perfil
Prior to joining Valentine Ventures, Mr. Kleinsmith has worked in the financial services industry for many years, starting with Edward Jones as an investment representative and most recently with Irwin Investment, LLC as a co-owner.
In addition to giving investment advice, he has been providing financial planning services for his own clients as well as for other advisors during this time.
Mr. Kleinsmith summarizes the financial planning process as "a convergence of current and future financial situation to the goals of the client." Kirby equates a person's financial planner to having a personal Chief Financial Officer.
In 1990, Mr. Kleinsmith graduated from Oregon State University with a Bachelor's Degree in Economics and a second Bachelor's Degree in Agricultural Resources Economics.
He was born in Oregon City, Oregon.
Mr. Kleinsmith is married with two children.
He is a certified ski instructor and enjoys hiking and skiing with his family.
Antiguos cargos conocidos de Kirby Kleinsmith.
| Empresas | Cargo | Fin |
|---|---|---|
Valentine Ventures LLC
 Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Corporate Officer/Principal | 30/06/2010 |
Formación de Kirby Kleinsmith.
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Empresas cotizadas
Empresas privadas
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77
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
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Valentine Ventures LLC
Valentine Ventures LLC Investment ManagersFinance Valentine Ventures invests across multiple asset classes including US and foreign stocks, commodities, foreign currencies, real estate, derivatives and other assets. The firm's portfolios are diversified through the use of ETFs. They use bonds to preserve capital and provide for income needs. The bonds that they purchase are held to maturity. The typical portfolio contains a laddered mix of maturities across the yield curve. Valentine Ventures employs a combination of fixed and floating rate bonds including corporate, treasury, high-yield and municipal bonds. | Finance |
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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