Steve Klosterman

Regional Director, Halbert Hargrove

Steve advises a wide range of individual and institutional clients, including two family foundations, entrepreneurs, executives, and retirees as Regional Director at Halbert Hargrove. He began his investment management career in 1981 and later formed his own Registered Investment Advisory business.

Steve is a Past Chair of The San Diego Foundation and The UCLA Foundation and was a founding board member of the UCLA Investment Company. He also serves on the Investment Committee for the American Lung Association and is Co-Chair of Community Foundation Boulder County and on their Board of Directors.

Steve received his Bachelor of Arts degree from UCLA, an MBA from Stanford University, and the Accredited Investment Fiduciary™ designation from the University of Pittsburgh–affiliated Center for Fiduciary Studies.