Stephen Kleiman

Stephen Kleiman is an experienced finance professional currently serving as an Associate Portfolio Manager at City National Rochdale since November 2020. In this role, Stephen manages exclusive asset allocation and strategies for financial advisors and clients, collaborating with portfolio managers to evaluate and recommend strategic asset class allocations and trades. Previously, Stephen worked as a Private Wealth Management Analyst at Morgan Stanley, overseeing syndicate operations for public offerings and coaching new analysts, and as a Private Banking Analyst at Credit Suisse, where Stephen built relationships with hedge fund and private equity managers. Stephen holds an MBA in Finance from the Fordham Gabelli School of Business and a B.S. in Economy & Industry from the University of Arizona.