Our Team

  • Jeffrey Klein

“Our mission is to help solve complex problems for our clients using progressive investment strategies.”

Jeffrey Klein

Jeff is a founding partner of Aptitude Investment Management and is responsible for the overall management of the firm and portfolios. He also is responsible for the selection and monitoring Aptitude’s hedge fund portfolios. In addition, he assists clients in developing their asset allocation and long-term strategy. He previously served in a similar role at Weyerhaeuser Asset Management LLC, conducting the selection and monitoring of managers and providing advice and recommendations on asset allocation and investment architecture.

Jeff has 27 years of investment experience, including eight years at Weyerhaeuser, prior experience at Watson Wyatt Investment Consulting in Canada, and Southern Life. He holds a B.Bus.Sci. with honors from the University of Cape Town, South Africa, and is a Fellow of both the Institute of Actuaries, London, and the Canadian Institute of Actuaries.


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