Steve Kleyn

Directeur en chef des Investissements chez Aletheian Wealth Advisors LLC

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.

Postes actifs de Steve Kleyn

Sociétés	Poste	Début
Aletheian Wealth Advisors LLC	Directeur en chef des Investissements	01/10/2021