Kyle enjoys solving problems with a methodical, data-driven approach and prides himself on setting quantifiable goals.
Joined Lido: 2020
Homebase: Los Angeles
Professional Focus: As a member of the Founder’s team, Kyle advises families on how to build, preserve, and manage their wealth. He takes into consideration all aspects of the client’s balance sheet, including investments, financial planning, estate and tax planning, and charitable giving.
Education: B.S., Economics and History, Vanderbilt University; M.A., Business Administration, UCLA; M.A., Public Health, UCLA
Previous Work Highlights: Before working in Finance, he worked as a strategy consultant for Fortune 100 companies before returning to graduate school to obtain a Master’s degree. During that time, he built a machine learning algorithm that predicted cardiac arrests.
Personal Facts: Kyle enjoys recreating – and trying to improve – his favorite restaurants’ dishes.
Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.
