Managing Director@ Pathstone
Bellevue, Washington, United States
Kyle Kingshott, CFP®
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College for Financial Planning
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Tell me more about Kyle Kingshott, CFP®?
FlashIntel GPTKyle Kingshott, CFP(r) is a highly experienced financial professional with 16 years of expertise in the financial services industry. He has a strong background in helping closely-held business owners achieve their financial goals, focusing on their interests. Kyle has worked with a wide range of industries, including manufacturing, commercial real estate, custom homebuilder, and healthcare. He has held various leadership positions, including Managing Director at Pathstone and Managing Director at Cornerstone Advisors, Inc. Kyle's skills include asset allocation, investments, portfolio management, financial analysis, and finance. He is currently based in the United States.
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Emails and Phone Numbers
About
Kyle has 16 years of experience in the financial services industry. Over the course of his career, Kyle has developed special expertise in helping closely-held business owners get their financial house in order, so they can focus their energies on other areas of their life about which they are passionate. In particular, he has experience working with owners of manufacturing, commercial real estate, custom homebuilder, and healthcare industries, among others.
Work Experience
Managing Director
Financial Services
Kyle Kingshott, CFP®'s Professional Milestones
- Managing Director | Client Manager (2007-04-01~2020-10-01): Driving client satisfaction and growth through strategic management and effective team management.
- Intern (2004-06-01~2004-10-01): Assisted in conducting thorough research and gained valuable experience in various scientific fields.
Education
Skill
Asset Allocation
Investments
Portfolio Management
Financial Analysis
Finance
Financial Services
Financial Modeling
Strategic Financial Planning
Wealth Management
Asset Management
Alternative Investments
Investment Strategies
Equities
Securities
Strategic Planning
Data Analysis
Microsoft Excel
Investment Management
Financial Planning
Certification
Colleagues
Claudio Díaz, SPHR, SHRM-SCP
Chief People Officer
Lauren Ablow Fryefield
Chief Marketing Officer | Consumer Brand Builder | Business Transformations Revenue Growth | B2B & B2C Services | American Express & Netjets Alum
Alex Hart, CFA, CAIA
Chief Research Officer
David Scarpello
Chief Financial Officer
Sarb Shah
Chief Information Officer Investment Strategy | Family Office Advisor
Other Named Kyle Kingshott, CFP®
Frequently asked questions
We found 3 Kyle Kingshott, CFP®'s email addresses
We found 1 Kyle Kingshott, CFP®'s phone numbers
Kyle Kingshott, CFP®'s social media include: Linkedin,
Kyle Kingshott, CFP® works for Pathstone
Kyle Kingshott, CFP®'s role in Pathstone is Managing Director
Kyle Kingshott, CFP® works in the industry of Financial Services
Kyle Kingshott, CFP®'s colleagues are Claudio Díaz, SPHR, SHRM-SCP,Lauren Ablow Fryefield,Alex Hart, CFA, CAIA
Kyle Kingshott, CFP®'s latest job experience is Managing Director at Pathstone
Kyle Kingshott, CFP®'s latest education in College for Financial Planning
