Profil
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.
Aktive Positionen von Steve Kleyn
| Unternehmen | Position | Beginn |
|---|---|---|
Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice | Chief Investment Officer | 01.10.2021 |
Ausbildung von Steve Kleyn
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Börsennotierte Unternehmen
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Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 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 |
















