I'm lucky to be at Personal Capital," said Kyle, "Because we're merging award-winning consumer technology with conflict-free advice to build a service unlike anything that has been offered before"
San Francisco, CA (PRWEB) June 24, 2014
Kyle Ryan, 36, EVP of Advisory Services at Personal Capital was named to the InvestmentNews 40 Under 40 list of financial advisors who have achieved major success in the industry before turning 40.
Kyle pioneered a brand-new approach to advisory services: digital wealth management. He is defining the future of investment management with a blend of high tech and high touch. Personal Capital’s advisory staff – which has achieved industry-leading productivity – has grown from a handful to over sixty over the past 18 months. Under Kyle’s leadership, the firm’s assets have grown to over $600 million – and are currently growing at a rate of 10% per month.
“Kyle is the ideal person to lead our advisory team,” said CEO Bill Harris. “He understands what clients want and need, he’s seen how advisory service is delivered at firms like Merrill Lynch, and he’s committed to inventing a different and better way.”
InvestmentNews, the leading news source for financial advisors, determined the 40 under 40 list based on the “level of accomplishment, contribution to the financial advice industry, leadership and promise for the future.”
“I’m lucky to be at Personal Capital,” said Kyle, adding: “Because we’re merging award-winning consumer technology with conflict-free advice to build a service unlike anything that has been offered before. We are truly making a difference in the financial lives of thousands of households.”
Prior to Personal Capital, Kyle was the youngest-ever Group Vice President at Fisher Investments, where he worked in advisory sales, global trading operations and investment research and was there when the company grew from $3 billion to close to $50 billion in assets. He was also Director, Wealth Management at Merrill Lynch.
Personal Capital’s mission is to make the world safe for investors. In a short time, more than 500,000 people have signed up to use its free online personal finance software on the web, iPad, iPhone and Android phones and tablets. And investors have entrusted Personal Capital to manage more than half a billion dollars of their assets.
Personal Capital Advisors is an SEC registered investment advisor. Any reference to the advisory services refers to Personal Capital Advisors. SEC Registration does not imply a certain level of skill or training. Past performance is not a guarantee of future return, nor is it necessarily indicative of future performance.