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Jeffrey Klein

Jeffrey Klein

Deputy Chief Investment Officer and Chief Executive Officer
Aptitude Investment Management

Jeff is a founding partner of Aptitude Investment Management LP. In his role as Deputy Chief Investment Officer and Chief Executive Officer, he is responsible for investment strategy and governance, hedge fund portfolio construction, and conducting asset allocation and asset liability studies. He is also responsible for Aptitude’s business strategy and overall operations. Jeff has 27 years of investment experience.

Prior to his role with Aptitude Investment Management LP, Jeff served in a similar role as the Portfolio Manager and Deputy Chief Investment Officer of Weyerhaeuser Asset Management LLC since 2004. In that capacity, he developed guidelines and conducted asset allocation and asset liability studies that led to pension trust investment structure and policy. He was responsible for integration, revision and development of the hedge fund portfolio from externally managed to internally managed.

Prior to joining Weyerhaeuser Company, Jeff was the National Practice Director for Watson Wyatt
Investment Consulting in Canada. He had previously served as a Senior Consultant and Practice Leader as well as a Pension and Investment Consultant with Watson Wyatt Investment Consulting in Canada. Before joining Watson Wyatt Investment Consulting in Canada, Jeff held positions with Southern Life Association in Cape Town, South African and with Legal and General Assurance Company in Johannesburg, South Africa.

Jeff holds a Bachelor of Business Science with Honours from the University of Cape Town, South Africa, a Certificate of Finance and Investment from the Institute of Actuaries, UK, and is a Fellow of the Institute of Actuaries, London, and Canadian Institute of Actuaries.