Kyle McClain Email & Phone Number
Partner @ Rhame & Gorrell Wealth Management
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Kyle McClain Location
- Houston, TX, US
Kyle McClain Work
- Partner @ (January 2021 - Present)
- Senior Wealth Manager @ (January 2017 - Present)
- Financial Planning Program Manager @ (October 2017 - December 2020)
- Wealth Management Advisor @ (August 2016 - January 2017)
- Investment Consultant @ (May 2015 - August 2016)
- Business Lines Analyst @ (January 2014 - January 2014)
- Tax Management Consulting @ (January 2013 - January 2013)
- Financial Analyst @ (January 2012 - January 2012)
Kyle McClain Education
- Yale School of Management
Investment Management Theory & Practice
2019-2020 - Texas A&M University
Certified Financial Planner Program (Financial Planning and Services)
2016-2017 - The University of Alabama
Bachelor’s Degree (Finance, Economics)
2011-2015
Kyle McClain Skills
- Multi-generational wealth transfer
- Financial Planning
- Holistic Financial Planning
- Donor Advised Funds
- Investment Portfolios
- Estate Planning
- Tax Efficiency
- Wealth Management Services
- 401(k) Retirement Savings Plans
- Wealth Management
Kyle McClain Summary
- Kyle McClain, based in Houston, TX, US, is currently a Partner at Rhame & Gorrell Wealth Management. Kyle McClain brings experience from previous roles at Rhame & Gorrell Wealth Management, Merrill Lynch and Fidelity Investments. Kyle McClain holds a 2019 - 2020 Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Multi-generational wealth transfer, Financial Planning, Holistic Financial Planning, Donor Advised Funds, Investment Portfolios and more. Kyle McClain has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Rhame & Gorrell Wealth Management Employees
Kyle McClain
Partner
Houston, TX, US
Michael Gorrell
Co-Founder and Senior Wealth Manger
Spring, TX, US
Jack Freeman
Tax Planning Associate
Houston, TX, US
Roland Thornton
Chief Compliance Officer
Houston, TX, US
Brecklynn Williams
Wealth Manager
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Cydney Nash
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