profile

Kyle Dunphy

Attorney and Investor

Los Angeles, USA

Skills

Law

Investing

Management

Languages

Awards

Activities

About

A licensed attorney and investment advisor, Kyle Dunphy earned his JD from Loyola Law School in Los Angeles. He concentrated on a range of interests, such as corporations, partnerships, wills, and trusts, among others. Prior to attending Loyola, Kyle Dunphy earned his BA from Boston College. Kyle Dunphy began his career in business as a Financial Advisor at UBS Wealth Management & UBS International. During his tenure with the firm, he maintained such responsibilities as working with clients in need of financial and estate planning. In August 2005, he accepted the position of Vice President of Deutsche Bank Private Wealth Management, where he offered a comprehensive suite of financial services for ultra high net worth clientele. Kyle Dunphy joined EFG Capital in 2008 to open and run the Swiss bank's Los Angeles based RIA. As the firm's Senior Director, he again works with ultra high net worth clients. His responsibilities include cross-border wealth management and serving as co-director of the firm's family office practice in the United States.

Education

Loyola Law School

Law , Law

January 2000 - January 2000

Experience

Senior Director, Family Office Practice

EFG Capital , Los Angeles

March 2008 - January 2015

Kyle is a licensed attorney and investment advisor specializing in tax mitigation and risk management strategies for wealthy families and private business owners. He is involved in research, due diligence and manager selection for alternative and international investments.

Workplace personality

100+

Company Size

12

Day Length

25+

Team Size

Loud

Noise Level

Formal

Dress Code

Benefits

Copyright © 2020 Kinzaa.com. All rights reserved