Steve Kleyn

Chief Investment Officer at

Aletheian Wealth Advisors LLC

Consumer Services

Finance

Profile

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.

Steve Kleyn active positions

Companies	Position	Start
Aletheian Wealth Advisors LLC Aletheian Wealth Advisors LLC Investment ManagersFinance Provides investment advice	Chief Investment Officer	01/10/2021

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Linked companies

Private companies	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

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