KARLTON KLEIS

Position: Partner

Education: BA, Northwestern College; MBA in Structured Finance, University of Iowa

Years Experience: 21

Position Description:

Karlton oversees specialized client needs and manages product analytics for Insight Wealth Group’s broker/dealer, Arete.

Accredations/Awards/Honors:

Karlton serves on the board of The Alternative & Direct Investment Securities Association (ADISA). ADISA is the nation’s largest trade association for the alternative and direct investment industry.  Karlton also serves on The National Due Diligence Alliance Members Council (TNDDA).  TNDDA is a trade association for independent broker/dealers, advisors, and family offices that facilitates the due diligence process with product and service sponsors, as well as law firms and research analysts. 

Family/Hobbies:

Karlton and his wife, Allison, live outside Grimes, Iowa, with their three children, Emerson, Griffin and Greer.

Money Quote: “Opportunity is missed by most people because it is dressed in overalls and looks like work.” —Thomas Edison