Partner and Chief Financial Officer
Stephan Klee has served as Partner and Chief Financial Officer at Sagard since 2018. Stephan is responsible for overseeing all aspects of finance at the firm. He leads the finance team in their management of finance and accounting matters relating to Sagard’s activities and operations across corporate finance, fund accounting, valuation, tax, process and controls, and other related matters. Stephan is based in the United States.
Prior to Sagard, Stephan served as the Chief Financial Officer for SoFi’s Banking Division which was created through the merger of Zenbanx Holding and SoFi, two of the world’s leading Financial Technology companies. Prior to that, he served as Chief of Staff and Chief Financial Officer of ING Bank in both the United States as well as Canada. Stephan currently serves on the Board of Coastal Bancorp (Nasdaq: CCB) and is the chairman of their Audit and Compensation Committees.
Stephan holds a B.A. from the University of Applied Sciences Osnabruck and an MBA from the Richard Ivey School of Business. He is also an AMP graduate from the Harvard Business School and is a Certified Public Accountant (CPA, CA).