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Steve Kleyn

CFA, CAIA, CIPM

Director

  • Partner

Steve is a Partner of the firm and a Director of Investment Research in the firm’s Bellevue office. His responsibilities include the selection and due diligence of investment strategies for the firm’s clients, as well as portfolio management duties.

Previously, Steve was a Managing Director of Investments at Cornerstone Advisors, where he was responsible for portfolio management, manager research and investment due diligence.  Prior to Cornerstone, Steve was a Sr. Portfolio Manager at Parametric Portfolio Associates.

Steve earned a BA from Pepperdine University and MBA from Seattle University.  He holds the Chartered Financial Analyst® designation from CFA Institute, the Chartered Alternative Investment Analyst® designation from CAIA Association, and the Certificate in Investment Performance Measurement® designation from CFA Institute, and is a member of CFA Society Seattle.

Steve lives in Sammamish, WA with his wife and two children, where he enjoys golfing in the summer and skiing in the winter.

 

Group

Partner

Investment Research

Certification

CFA

CAIA

CIPM

Office

Bellevue, WA

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Steve is a Partner of the firm and a Director of Investment Research in the firm’s Bellevue office. His responsibilities include the selection and due diligence of investment strategies for the firm’s clients, as well as portfolio management duties.

Previously, Steve was a Managing Director of Investments at Cornerstone Advisors, where he was responsible for portfolio management, manager research and investment due diligence.  Prior to Cornerstone, Steve was a Sr. Portfolio Manager at Parametric Portfolio Associates.

Steve earned a BA from Pepperdine University and MBA from Seattle University.  He holds the Chartered Financial Analyst® designation from CFA Institute, the Chartered Alternative Investment Analyst® designation from CAIA Association, and the Certificate in Investment Performance Measurement® designation from CFA Institute, and is a member of CFA Society Seattle.

Steve lives in Sammamish, WA with his wife and two children, where he enjoys golfing in the summer and skiing in the winter.