David Thiele Email & Phone Number

David Thiele, co-founder of Kalyx Capital Management and an esteemed affiliate of OSAIC Wealth, has distinguished himself in the financial industry with nearly 25 years of dedicated service. At Kalyx, he spearheads a team celebrated for its innovative and tailored approaches to financial planning, focusing on building long-term, trust-based client relationships. Thiele holds an impressive array of qualifications, including Series 24, 51, 52, 53, 7, and 66 licenses, along with an insurance license, which endow him with extensive expertise in areas such as retirement planning, investment strategy, and wealth preservation.Thiele's academic accomplishments are noteworthy; he earned his MBA from the University of Oregon followed by an International MBA from Copenhagen Business School, garnering multiple honors that underscore his scholarly achievements. His passion for finance extends beyond his professional life into his personal interests. An enthusiast of water sports, Thiele enjoys a variety of activities from waterskiing to surfing. He is also an avid skier, embracing both downhill and cross-country skiing during the winter months. Together with his wife, Tina, he maintains an active lifestyle, highlighted by their completion of marathons in Portland and Bend with commendable finishing times.Thiele's curiosity and appreciation for global cultures have led him to travel extensively, visiting over 60 countries. These experiences have deepened his understanding of diverse traditions and customs. At home, he indulges in gardening, adding a touch of nature's calm to his energetic life. Additionally, Thiele channels his creativity into writing, having penned the fictional novel "Lethal Access."His commitment to giving back is evident in his extensive volunteer work, which includes numerous charitable missions to South America and contributions to local community initiatives. Born in Montreal, raised in Wisconsin, and now settled in Bend, Oregon, with his wife and three children, Thiele continues to leave a significant mark both in his professional field and within his community. His blend of professional acumen, personal hobbies, and community involvement paints a portrait of a comprehensive leader who excels in managing both financial portfolios and personal achievements.

• 

  University Of Oregon

  Master Of Business Administration - Mba