Steve Kleyn
Director de Inversiones en Aletheian Wealth Advisors LLC .
Perfil
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.
Cargos activos de Steve Kleyn
| Empresas | Cargo | Inicio |
|---|---|---|
Aletheian Wealth Advisors LLC
 Aletheian Wealth Advisors LLC Investment ManagersFinance Aletheian Wealth Advisors LLC is a registered investment adviser that serves successful families with complex estate planning and asset management needs. Aletheian Wealth Advisors is based in Bellevue, WA and was founded in 2019 by Joshua Ray Betts, who has been the CEO since then. The private company offers advanced financial planning, tailored investment management, and comprehensive family office services. The company helps clients create a lasting legacy that defines their personal values, mission, and vision for coming generations. | Director de Inversiones | 01/10/2021 |
Formación de Steve Kleyn.
| Pepperdine University | Undergraduate Degree |
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Empresas relacionadas
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Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Aletheian Wealth Advisors LLC is a registered investment adviser that serves successful families with complex estate planning and asset management needs. Aletheian Wealth Advisors is based in Bellevue, WA and was founded in 2019 by Joshua Ray Betts, who has been the CEO since then. The private company offers advanced financial planning, tailored investment management, and comprehensive family office services. The company helps clients create a lasting legacy that defines their personal values, mission, and vision for coming generations. | Finance |
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