![Stephan Klee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Stephan Klee
Director/Board Member at
COASTAL FINANCIAL CORPORATION
Net worth: 295 326 $ as of 30/05/2026
Profile
Stephan Klee is currently an Independent Director at Coastal Financial Corp.
(Washington) since 2018, a Director at Coastal Community Bank (Washington), and a Partner and Chief Financial Officer at Sagard Private Equity Solutions since 2017.
Formerly, Mr. Klee was Senior Vice President at The Bank of Nova Scotia, Chief of Staff at ING Bank FSB and ING Direct Bancorp from 2002 to 2011, SVP Finance at Bank of Nova Scotia Trust Co. from 2014 to 2015, Chief Financial Officer & Treasurer at Tangerine Bank from 2011 to 2014, Chief Financial Officer at ZenBanx Holding Ltd. and SoFi Technologies, Inc. from 2015 to 2017, and Chief Financial Officer at Sagard Holdings, Inc. Education includes an MBA from Richard Ivey School of Business conferred in 2002 and undergraduate studies at Hochschule Osnabrück.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 25/05/2026 | 4,149 ( 0.03% ) | 295 326 $ | 30/05/2026 |
Stephan Klee active positions
| Companies | Position | Start |
|---|---|---|
| COASTAL FINANCIAL CORPORATION | Director/Board Member | 23/07/2018 |
Coastal Community Bank (Washington)
 Coastal Community Bank (Washington) Regional BanksFinance State chartered commercial bank | Director/Board Member | - |
Performance Equity Management LLC
 Performance Equity Management LLC Investment ManagersFinance Sagard Private Equity invests in small and middle market companies located in North America, Europe and Asia. The firm focuses across a broad range of sectors and industries. It participates in buyouts, early and growth stage capital requirements. The firm also makes co-investments. | Private Equity Investor | 31/08/2017 |
Former positions of Stephan Klee
| Companies | Position | End |
|---|---|---|
| SOFI TECHNOLOGIES, INC. | Director of Finance/CFO | 30/12/2017 |
ZenBanx Holding Ltd.
 ZenBanx Holding Ltd. Information Technology ServicesTechnology Services Provides financial technology services | Director of Finance/CFO | 31/08/2017 |
Bank of Nova Scotia Trust Co.
 Bank of Nova Scotia Trust Co. Investment ManagersFinance Scotiatrust’s expertise in all aspects of trust management can help protect the beneficiaries’ interests while acting in accordance with their wishes. | Director of Finance/CFO | 30/12/2015 |
Tangerine Bank
 Tangerine Bank Regional BanksFinance Provides commercial banking services | Director of Finance/CFO | 31/12/2013 |
ING Direct Bancorp
 ING Direct Bancorp Financial ConglomeratesFinance Operates as a bank holding company | Human Resources Officer | 30/12/2011 |
Training of Stephan Klee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
65
1st degree connections
13
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
The Bank of Nova Scotia
 The Bank of Nova Scotia Major BanksFinance Provides personal, commercial, corporate & investment banking, wealth management and capital markets services | Finance |
Coastal Financial Corp. (Washington)
 Coastal Financial Corp. (Washington) Regional BanksFinance Operates as a bank holding company whose subsidiary provides state-chartered commercial banking services | Finance |
ING Bank FSB
 ING Bank FSB Major BanksFinance Provides banking services over the internet | Finance |
Bank of Nova Scotia Trust Co.
Bank of Nova Scotia Trust Co. Investment ManagersFinance Scotiatrust’s expertise in all aspects of trust management can help protect the beneficiaries’ interests while acting in accordance with their wishes. | Finance |
ING Direct Bancorp
ING Direct Bancorp Financial ConglomeratesFinance Operates as a bank holding company | Finance |
Performance Equity Management LLC
Performance Equity Management LLC Investment ManagersFinance Sagard Private Equity invests in small and middle market companies located in North America, Europe and Asia. The firm focuses across a broad range of sectors and industries. It participates in buyouts, early and growth stage capital requirements. The firm also makes co-investments. | Finance |
Tangerine Bank
Tangerine Bank Regional BanksFinance Provides commercial banking services | Finance |
Coastal Community Bank (Washington)
Coastal Community Bank (Washington) Regional BanksFinance State chartered commercial bank | Finance |
Richard Ivey School of Business
 Richard Ivey School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hochschule Osnabrück
 Hochschule Osnabrück Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ZenBanx Holding Ltd.
ZenBanx Holding Ltd. Information Technology ServicesTechnology Services Provides financial technology services | Technology Services |
Sagard Holdings, Inc.
 Sagard Holdings, Inc. Investment ManagersFinance Provides alternative asset management services | Finance |
SoFi Technologies, Inc.
 SoFi Technologies, Inc. Finance/Rental/LeasingFinance Provides home loans, personal loans, in-school loans and credit cards | Finance |
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