ALUMNI Equipped with a finance and tech background, Klein co-founded


his company in 2011 with Mike McDaniel. Prior to the development of Riskalyze Inc., the pair had endless conversations centered on the illogical way financial advisors and investors often think about risk; meaning the world tends to invest the vast majority of its financial assets using a combination of gut instincts and decisions typically driven by emotions. When that happens, markets pull back and investors opt out thereby missing the recovery and experiencing tremendous losses, which leads to waiting until the market feels ‘safe’ to invest again. Determined to provide a better solution, they opened Riskalyze


Inc., a company that is revolutionizing the investment risk industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance and use that data to win new clients, capture and meet expectations and quantify suitability. Today, advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms manage $139 billion on the Riskalyze platform. Comprising roughly 10 percent of the employee population at


Riskalyze, Jessup graduates tend to be former business or psychology majors. “Since our business helps financial advisors align risk with their investment portfolio, much of this activity is deeply rooted in having a better understanding of human behavior – which is an area many psychology grads tend to excel,” Klein said. “I find that our Jessup grads have a broader sense of mission. They come from a university that teaches those principles and that stays


with them when they enter the workforce,” Klein explained. Riskalyze products are available across


the nation and has offices in Atlanta but the company calls Placer County home. Klein added, “As a member of the broader business community, I can say WJU has already been a huge asset in providing graduates who are members of the qualified workforce, driving the economic development within Placer County.” With this, they have the potential to impact investors and relationships nationwide.


26 JESSUP MAGAZINE


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