Kyle McClellan
Attracted by MASECO’s factor-based Investment Philosophy and financial planning expertise, Kyle joined MASECO in 2015 and worked directly with MASECO’s Head of Advanced Planning, Andrea Solana, to design and implement tax-efficient investment strategies for individuals and families with multi-jurisdictional ties. Since joining MASECO, Kyle has progressed quickly through MASECO’s ranks to become a key member of our Wealth Management team.
As a Wealth Manager, Kyle’s main focus is to provide holistic investment management and financial planning advice to US-connected individuals and families. To nurture successful and long-term relationships, Kyle enjoys taking prospective clients through MASECO’s Consultative Process to understand their current position, identify their goals, and design tax-efficient, low cost, and effective solutions to meet their needs. With existing clients, Kyle places an emphasis on conducting portfolio reviews throughout the economic cycle to ensure his clients make rational and well-informed decisions.
In his spare time…
Kyle thrives on staying active and is a strong advocate of incorporating exercise into his daily routine. In the summer months, he enjoys travelling to slowly tick off his bucket list as well as visiting his family in Spain.
Education and credentials:
- Level 6 – Private Client Investment Advice and Management (PCIAM), Merit, Chartered Institute of Securities & Investments (CISI)
- Level 4 – Investment Advice Diploma (Securities), CISI
- Bournemouth University – BA (Hons) Economics & Finance – First Class Honours
