Kyle McClain Email & Phone Number
Partner @ Rhame & Gorrell Wealth Management
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Kyle McClain Location
- Houston, TX, US
Kyle McClain Work
- 2021 -now Partner @
- 2017 -now Senior Wealth Manager @
- 2017 -2020 Financial Planning Program Manager @
- 2016 -2017 Wealth Management Advisor @
- 2015 -2016 Investment Consultant @
- 2014 -2014 Business Lines Analyst @
- 2013 -2013 Tax Management Consulting @
- 2012 -2012 Financial Analyst @
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 - 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
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