Kyle is a Vice President of Tiedemann Wealth Management, with direct responsibility for managing client relationships and addressing all investment-related matters. He leads the Impact Investing efforts of Tiedemann’s Dallas office and has been instrumental in the roll-out of Tiedemann’s national impact investing service model. Kyle is the main point-of-contact with clients and works directly with individuals and families to identify their investment and impact goals. He directly manages client portfolios and also serves as a key Business Development team member for the firm. Kyle joined Tiedemann Wealth Management in October 2016 when Presidio Capital Advisors merged with the Firm. Before joining Presidio, he was a Vice President in the Investment Management Division of Goldman Sachs, where he served as a Private Wealth Advisor.
In addition to his professional experience, Kyle serves in the community in various capacities. He is on the Advisory Board of Every Village, a nonprofit focused on transforming the lives of people in South Sudan through missionary work and community development efforts. Additionally, Kyle is a member of the Cotton Bowl Council and helps organize an annual youth clinic hosted by the Cotton Bowl each summer. Kyle serves as a Deacon in Park Cities Presbyterian Church and is actively involved in the church’s community work.
Kyle earned a Master of Business Administration (MBA) degree in Finance from the SMU Cox School of Business. Prior to business school, he worked in education for four years as both a National Science Foundation Research Fellow at the University of Alabama and as a classroom teacher. He graduated with a Bachelor of Science degree in Mathematics from Mississippi College and also holds a Master of Arts degree in Mathematics from the University of Alabama.
Kyle and his wife Megan have 3 children, and they reside in Dallas.