Joshua Betts is a CFP® and CFA® with 13 years of industry experience. He has been with Aletheian Wealth Advisors LLC since 2019 and previously worked at Cornerstone Advisors, Inc., Charles Schwab, and Windhaven Investment Management. Aletheian Wealth Advisors is a team-based firm serving primarily high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid balance sheets. The firm manages approximately $412 million in client assets and employs a disciplined, discretionary investment process that includes diversified portfolio strategies and coordination with outside professionals.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.