Steven D. Friedman, CFA
Founder & Portfolio Manager - California RIA

Steven has 25 years of professional investing experience and invests alongside clients, ensuring full alignment of interests.

Steven founded Kalo Capital in 2011, initially to manage family assets. Prior to Kalo, Steven was a Portfolio Manager at Manalapan Oracle Advisers (2009-2010), and briefly served as a Proprietary Trader (Aug-Dec 2008).  Steven served as a Portfolio Manager in the Emerging Manager program at Pequot Capital Management (2006-2008). Previously he was a Senior Analyst at Feirstein Capital Management (2001-2006) and a financial analyst at Lazard Frères & Co. (1996-1998). 
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Steven earned a Bachelor of Business Administration (BBA) with Distinction from the University of Michigan (1996), concentrating in Finance and Mathematics. He later obtained his Master of Business Administration (MBA) from Columbia Business School (2001) and became a CFA Charterholder (2005).