Executive-coach-for-private-equity

Lead with clarity.
Operate with confidence.
Grow with intention.

Whether you’ve just stepped into a bigger role or you’re leading through new complexity and pressure—this is a defining moment and the stakes are high.
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I work with investment industry professionals to help them lead more strategically, manage with empathy, communicate with impact, and stay grounded under pressure.
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You’re in the room.
Let’s make it yours.

You’ve earned the role—now, everything feels different. Your title changed. Expectations multiplied. The pressure hit.
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You’ve achieved a new level—and you want to rise to it without burning out or losing yourself in the process.

Maybe you’re:
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Building a team or firm
Managing a growing fund
Deploying capital
Taking on CIO-level responsibility
Raising a fund and managing LP relationships
Navigating internal politics
Managing the assets of a powerful Principal
Leading a team with no playbook
Quietly questioning if your really ready
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You don’t need fluff. You need perspective, structure, and a trusted partner who gets it.
CIO-transition-coaching

What we work on

Leadership Development
& Growth

360 Stakeholder Feedback Process
Self assessment
Definition of talent development and/or career goals
Definition of developmental experiences needed for growth towards goals
Implementation through executive coaching
Positioning for advancement/promotion both short and long term

Leadership
Challenges

Building Executive Intelligence: Tasks, People, Self
Managing and influencing stakeholders
Partnership dynamics
Navigating internal politics
Succeeding in difficult work environments
Navigating succession
Acquisition integration
Restructuring

Career
Management

Career path strategy and execution
Planning the next move: stay or leave?
Getting started in a new role
Internal and external brand building
Performance reviews, expectation setting and management
Compensation negotiations

Clients work at firms including

TGP
Blackstone
Apollo Io
Ares
TCG
Rotunda
Newspring
Blackrock
Fidelity Investments
Goldman Sachs
J.P. Morgan Asset Management
Wellington Management
NEPC
Cambridge Associates

Endowments & Foundations

Family Offices

TGP
Blackstone
Apollo Io
Ares
TCG
Rotunda
Newspring
Blackrock
Fidelity Investments
Goldman Sachs
J.P. Morgan Asset Management
Wellington Management
NEPC
Cambridge Associates

Endowments & Foundations

Family Offices

TGPBlackstoneApollo IoAresTCGRotundaNewspringBlackrockFidelity InvestmentsGoldman SachsJ.P. Morgan Asset ManagementWellington ManagementNEPCCambridge Associates

Endowments & Foundations

Family Offices

TGPBlackstoneApollo IoAresTCGRotundaNewspringBlackrockFidelity InvestmentsGoldman SachsJ.P. Morgan Asset ManagementWellington ManagementNEPCCambridge Associates

Endowments & Foundations

Family Offices

Clear. Measured.
Built around your real goals.

There’s no one-size-fits-all here. But after nearly two decades recruiting and coaching leaders, I’ve built a process that works—especially for people who are used to solving other people’s problems, not their own.
01
Discovery
& Assessment
Deep dive into your leadership strengths, challenges, and goals—using customized tools and stakeholder input.
02
Strategy
& Goal Setting
Define your leadership objectives, success metrics, and tactics to get there.
03
Ongoing Coaching
Regular sessions focused on progress towards goals, and real-time challenges.
04
Measure
Assess growth towards metrics at 6 and 12 month intervals.
“She understands my business intimately and helps me see around the corner and address future problems before they occur.”

"Sloan’s focused expertise within private equity allows us to delve into problems faster and deeper. Her insights are based on years of relevant experience dealing with specific PE issues.

She understands my business intimately and helps me see around the corner and address future problems before they occur.
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Sloan is one of my most invaluable and trusted advisors. She is a core part of my success and by extension the success of my firm. I have recommended her to other Managing Partners and would be happy to serve as a reference for any prospective clients."

Private Equity Firm
Managing Partner
“Her deep knowledge of the private equity space sets her apart as she understands the unique challenges and dynamics of the industry which makes our coaching sessions highly strategic”

“Working with Sloan has been transformative for both my professional development and overall career trajectory. Her deep knowledge of the private equity space sets her apart as she understands the unique challenges and dynamics of the industry, which makes our coaching conversations highly strategic and immediately relevant.

Sloan has been incredibly responsive to my evolving needs as a senior private equity professional. Whether I’m navigating complex interpersonal dynamics, working through succession planning, or managing personal work/life balance issues, her counsel is consistently insightful and grounded. Her guidance around succession, not just in terms of thinking through the challenges of leadership transition, but in overlaying important considerations regarding my personal goals, team development, and long-term organizational continuity, has been especially valuable.

Her coaching process is goal oriented yet flexible, allowing us to prioritize real-time challenges while also focusing on long-term objectives. She has a great ability to listen to my needs and structure our conversations around the most pressing issues. She provides much more than advice, she creates space for reflection, scenario planning, and accountability.”

Private Equity Firm
Managing Partner
"Because of her process, I am personally more effective and it has allowed my firm to accelerate our growth by achieving strategic objectives faster."

"By establishing and tracking my annual and quarterly goals, Sloan is my accountability partner to make sure I can pull back from the daily whirlwind and see the forest for the trees. Because of her process, I am personally more effective and it has allowed my firm to accelerate our growth by achieving strategic objectives faster.

Sloan provides both strategic perspective on issues I should expect in the future as well as tactical suggestions for solving current issues and problems. As a consequence, the pace of my firm has accelerated and we are conquering our goals in a more efficient manner. Her counsel, approach and insights have been invaluable to me as a leader."

Private Equity Firm
Managing Partner
"When I think back on the trajectory of my career, Sloan’s coaching and guidance has been a major factor in the path I’ve taken."

“I’ve worked with Sloan for over a decade through career growth, advancements and major transitions. In these moments she has truly been invaluable.

She is highly responsive and listens deeply, always bringing to bear our past and present conversations. She asks pointed questions to delve to the heart of the matter, quickly grasping not only the situation but the underlying nuances. Her expertise and energy shines through.

Sloan has a wealth of relevant industry knowledge, great “street smarts” and also has appropriate data and facts at her fingertips. She provides clear guidance and furthermore, is highly effective at playing counterpoint of instilling confidence depending on the situation. When I think back on the trajectory of my career, Sloan’s coaching and guidance has been a major factor in the path I’ve taken.“

Family Office
CIO, Board Member
"I love working with her and feel fortunate to have her in my corner. She added value in every aspect of my job search and first year of a new job."

"Working with Sloan has transformed my career and really helped me redefine my path after years in the investment industry. When I wanted to return to the non profit side of institutional investing, an endowment peer referred me to Sloan as her secret weapon/ trusted advisor. With her expert counsel, I was able to land my desired dream non profit role.

I continue to work with her as a coach, leveraging her insights, business judgment and perspectives.
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She is an amazing coach with sound feedback and a structured approach to navigating my first year and beyond successfully. Her trusted advice and guidance has improved my performance and contributed to improving that of our overall team.
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I love working with her and feel fortunate to have her in my corner. She added value in every aspect of my job search and first year of a new job. Today she continues to hold me accountable and is now my trusted advisor."

Foundation
CIO
"Her coaching pushed me to grow as a leader and stay accountable, and within eight months, I earned a promotion and stepped into a more senior role."

"Working with Sloan has made a huge difference in my career. Right from the start, she brought structure and clarity, helping me focus on the goals that really mattered. She asks the kind of smart, thoughtful questions that come from truly understanding the investment world, and that’s helped me tackle challenges with a lot more confidence. Her coaching pushed me to grow as a leader and stay accountable, and within eight months, I earned a promotion and stepped into a more senior role. I’ve also gotten great feedback from colleagues and leadership along the way.
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I honestly can’t recommend her enough."

Family Office
Deputy CIO
"She is a wonderful and recognized executive coach who I have been with for 11 years."

"Question: Which two people have had the biggest impact on your professional life? Answer: Sloan Klein.

She is a wonderful and recognized executive coach who I have been with for 11 years."

Leading pension consulting firm
Head of Investment Research
"Not only are her suggestions directly relevant, but she pushes me outside my comfort zone and holds me accountable."

"Sloan’s knowledge of the investment business and supportive approach has resulted in tangible advances in my career, both in title and compensation. I always benefit from our sessions – not only are her suggestions directly relevant, but she pushes me outside my comfort zone and holds me accountable."

Large Family Office
CIO
"She worked with our leadership to help me map out a career path and we are now working towards my goal of becoming Chief Investment Officer."

"Sloan has been extremely helpful in getting me to think strategically about my career and to stay focused on the bigger picture. She worked with our leadership to help me map out a career path and we are now working towards my goal of becoming Chief Investment Officer."

Large Family Office
Portfolio Manager
"Sloan’s insights, encouragement and advice during some critical times have had major impact on my success."

"As a woman of color in private equity I have had a lot of obstacles to navigate on my way to partnership. Sloan’s insights, encouragement and advice during some critical times have had major impact on my success."

Venture Capital Firm
Partner
Leadership -transformation-coaching

Leadership shouldn’t feel like a solo act

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