A little bit more about Kyle...
I graduated from New York University School of Law and became a member of the State Bar of California in 2006. My legal career began at the law firm Simpson Thacher & Bartlett LLP in Palo Alto, California, where my practice primarily focused on securities offerings, M&A transactions, corporate governance, and regulatory reporting.
From 2011 to 2016, I served on the legal team at BlackRock, where I supported new product development, ETF operations, periodic and board reporting, and marketing initiatives. My experience was broad-based and also involved commercial transaction negotiations, drafting investment product disclosures and client education materials, and advising on key aspects of securities and investment regulations. In later stops in my career, I worked for digital wealth management and venture capital firms in the San Francisco Bay Area before becoming the Chief Compliance Officer and Counsel at SP Investments Management, LLC, an interval fund manager in 2018.
I joined Motley Fool Wealth Management as Chief Compliance Officer in 2020, where I am fortunate to work with an awesome team of lawyers and compliance professionals who have joined me in the years since. My team ensures our company is delivering on our fiduciary duty to clients, complying with relevant laws and regulations, including the Investment Advisers Act of 1940, as amended, as well as our own internal policies and procedures, and solving legal issues for the business. The existing regulatory framework rightfully has high expectations for investment advisers, and my team leads our firm’s efforts to meet or exceed those expectations in all that we do.
The firm’s approach to long-term investing with conviction speaks to me, because I try to take a long-term perspective in life and believe that working smarter and harder yields the best results (why choose just one?). Our analysts extensive vetting approach leads to investments made with conviction for the long-term. This approach aligns with the approach to basic personal finance that my parents taught me when I was young: Save before you spend, and when you spend, follow a plan.
