Kyle McClain Location

Houston, TX, US

Kyle McClain Work

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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