Kevin Kaleta

Wealth Advisor & Portfolio Associate

Kevin Kaleta is a Wealth Advisor and Portfolio Associate at Sunpointe Investments, where he supports the Chief Investment Officer and Director of Research in managing client portfolios and implementing strategic initiatives. He conducts investment research, executes trades, rebalances portfolios, prepares investment performance reports, and ensures portfolios align with clients’ financial objectives.

Kevin believes in the power of hard work, continuous learning, and collaboration to drive meaningful outcomes and help clients achieve their long-term financial goals with confidence and clarity. He earned a Master of Business Administration (MBA) and a Bachelor of Science in Business Administration (BSBA) in Finance, with a minor in Economics, from the University of Missouri–St. Louis. Kevin has passed Level I of the CFA Program and is currently pursuing the CFA charter.

Outside of work, Kevin enjoys staying active through the gym and running, exploring new topics in investment research, reading, watching soccer and basketball, and spending time with friends and family.

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At Sunpointe, we translate our deep institutional expertise and behavioral finance insights into actionable strategies tailored to your needs. Our dedicated team of experts is committed to illuminating your financial path and empowering you to achieve your goals.