Kyle is Partner at Parcion Private Wealth, a boutique outsourced multi-family office which helps business owners and their families plan for and navigate life-changing liquidity events and business sales. He is responsible for client relationship management and creating bespoke investment portfolios for each of the firm’s client families.
Prior to co-founding Parcion , Kyle started his career at UBS where he was a Senior Vice President – Wealth Management and Private Wealth Advisor with The Cascade Group. There, he was responsible for customized portfolio construction, investment research and management of the team and its specialists.
Kyle graduated from the University of Washington and is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®) Charterholder. He is actively involved with Seattle Humane, Seattle Children’s, East King County Estate Planning Council (EKCEPC), the University of Washington’s Alumni Mentorship Program and the CFA Society of Seattle.