Coaching for Success In Investment Management
I’m Sloan Klein, an executive and career coach for leaders in investment management.
If you’re navigating a promotion, managing numerous stakeholders, leading team dynamics, faced with a stretch of uncertainty or a transition-you don’t have to figure it out on your own.
With over two decades of investment industry experience and a process that’s as structured as it is human, I’m here to be your sounding board, thought partner, and guide.
If you’re navigating a promotion, managing numerous stakeholders, leading team dynamics, faced with a stretch of uncertainty or a transition-you don’t have to figure it out on your own.
With over two decades of investment industry experience and a process that’s as structured as it is human, I’m here to be your sounding board, thought partner, and guide.
From Finding Leaders to Supporting Them
As an executive recruiter and cofounder of a search firm, I helped private equity firms, hedge funds, traditional asset managers and capital allocators recruit leaders and build high-performing teams.
I understood the roles. The players. The pressure. And I loved it—especially the parts most people overlooked.
The real conversations. The quiet doubts. The sense that something was off—even when the title looked perfect on paper.
That’s what pulled me toward coaching.
Not the success on the résumé, but the person behind it.
Today, after 17+ years of coaching investment industry leaders, I can confidently say: You deserve clarity, confidence, and a thought partner who gets it—and you don’t have to go it alone.
I understood the roles. The players. The pressure. And I loved it—especially the parts most people overlooked.
The real conversations. The quiet doubts. The sense that something was off—even when the title looked perfect on paper.
That’s what pulled me toward coaching.
Not the success on the résumé, but the person behind it.
Today, after 17+ years of coaching investment industry leaders, I can confidently say: You deserve clarity, confidence, and a thought partner who gets it—and you don’t have to go it alone.
As Seen In
As Seen In
Clear structure.
Honest conversations.
Real momentum.
There are many kinds of coaches. Some just ask questions. Some only give advice. I sit in the middle—with context. I’ll listen deeply. But I’ll also give you my take on the situation, the business and the people. I’ll provide a process and offer tools. I’ll help you see things from new perspectives, self manage—and take action from a place of strength.
You need a coach who understands the stakes, respects your time, and helps you take the next step—intentionally and strategically. There’s no magic formula. But there is a process. It’s clear, collaborative and built on three things: industry knowledge, strategic thinking and deep listening
You need a coach who understands the stakes, respects your time, and helps you take the next step—intentionally and strategically. There’s no magic formula. But there is a process. It’s clear, collaborative and built on three things: industry knowledge, strategic thinking and deep listening
Here’s what I bring to every conversation:
5 years in financial services at Lehman Brothers
12+ years as an executive recruiter and entrepreneur
17+ years as an executive and career coach
Sector Expertise in investment management, private equity and financial services
10+ years as an alumni career resource for Stanford’s Graduate School of Business
Certified Hogan Coach (industry-leading psychometric tool)
Co-Active Coach Training from the Co-Active Institute
MBA from Columbia Business School
BA from Georgetown University
Hundreds of clients served, many long-term relationships
Clients praise the high ROI on their coaching investment: Over 80% of new clients come via referrals
Known for being candid
—with heart
—with heart
Clients work at firms including
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Credentials matter.
So does character.
I bring both.
I’m a pragmatic optimist.
I believe in honest, practical coaching that provides context, respects your time, talent, and ambition. I understand your business and its demands.
Outside of coaching, I serve as an Honorary Director (and Former Board Chair) at Compass Family Services in San Francisco and previously as a Trustee of the Branson School and Marin Primary & Middle School.
When I’m not working, I’m spending time with my two grown daughters and husband (a proud Buckeye fan). I am an open water swimmer who loves travel, live music, cooking and great books.
I believe in honest, practical coaching that provides context, respects your time, talent, and ambition. I understand your business and its demands.
Outside of coaching, I serve as an Honorary Director (and Former Board Chair) at Compass Family Services in San Francisco and previously as a Trustee of the Branson School and Marin Primary & Middle School.
When I’m not working, I’m spending time with my two grown daughters and husband (a proud Buckeye fan). I am an open water swimmer who loves travel, live music, cooking and great books.
