Tackling the mental health and wellbeing issues of today’s advisor.
The Healthy Advisor: Beyond the C-Suite With Aaron KleinThe Healthy Advisor: Beyond the C-Suite With Aaron Klein
The former Nitrogen CEO opens up about the challenges and rewards of international adoption and his plan for building a new company.
Many advisors know Aaron Klein as the super-friendly, charismatic leader of Nitrogen, formerly Riskalyze, the company he founded about 13 years ago as a risk tolerance documentation tool. He’s since stepped down from his role leading the company.
What most advisors probably don’t know is Aaron’s personal journey—the challenges he faced balancing running a major fintech company with adopting and raising three children.
In this episode, WealthManagement.com Managing Editor Diana Britton sits down with Aaron Klein, co-founder and board member of Nitrogen, to delve into the highs and lows of his career and personal life.
The Klein family (left to right): Spencer, Cacey, Aaron, Teddy and Emma
Aaron discusses:
The challenges of international adoption
Navigating bureaucratic hurdles and unforeseen changes
Balancing professional responsibilities with the demands of adoption
The impact of PANS diagnosis on his son and the healing journey
How he came to the decision to step down as CEO of Nitrogen
What’s next for him
Resources:
Listen to more episodes of The Healthy Advisor
Connect With Aaron Klein:
Connect with WealthManagement.com:
Email: [email protected]
About Our Guest:
Aaron Klein is the co-founder of Nitrogen, the growth platform for wealth management firms, which started life as Riskalyze in 2011. As its first CEO, he led the company through 42 consecutive quarters of growth, scaling to serve tens of thousands of financial advisors, and twice being named one of the world’s 10 most innovative companies in finance by Fast Company Magazine. He passed the baton to his successor in 2023, and continues to serve on the firm’s Board of Directors.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.
