Kyle Mylius, Cfa Email and Phone Number
Kyle Mylius, Cfa work email
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Kyle Mylius, Cfa personal email
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Hi, I’m Kyle. I co-founded Humanize Wealth to support clients who wish to shift the way they think about, plan around and manage their wealth as a force for good. For themselves and the people and diverse communities in which they work, live and invest. With over thirty years of experience, I’ve served a wide variety of clients from multi-billion dollar pension funds, charitable foundations, and endowments to ultra high net worth individuals, families, and family foundations. Since 2011, I’ve collaborated with clients building comprehensive financial plans and implementing investment strategies designed to meet each client’s goals while having positive environmental and social impacts, globally and locally.I’m passionate about taking actions to dismantle systems of racism and being a supportive member of culturally diverse spaces and places. I currently serve as a community steward and co-facilitator of peer circles for White Men for Racial Justice, and as a member of the finance committee at Washington Farmland Trust. Previously, I was a founding board member of Community Credit Lab (now an affiliate of Common Future) and served as an independent board director for Green Canopy NODE.
Humanize Wealth
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Partner & Head Of InvestmentsHumanize Wealth Jan 2023 - PresentFounding partner, client advisor, investment lead and chief compliance officer. Humanize Wealth provides personalized wealth management and exceptional client experiences for individuals, families, and foundations who value social impact, environmental justice and shared prosperity. -
Senior AdvisorNewground Social Investment Mar 2020 - Jan 2023Seattle, Wa, UsSenior client wealth advisor for families, foundations, and faith based institutions. Educational and consultative approach to comprehensive financial planning and responsible investments. Designed, built and managed responsible investments platform. Developed risk managed asset allocation strategies. Sourced and conducted due diligence for public and private ESG and impact investments, with social justice and climate resiliency mandates. Developed financial plans and coordinated advanced tax, estate and philanthropic strategies on behalf of clients alongside professional partners. Leadership team member with focus on practice management and strategic growth initiatives. -
ConsultantBraided Water Llc May 2019 - Dec 2022Consultant to registered investment advisors, entrepreneurs, private fund managers and non-profits focused on delivering high impact, values aligned outcomes and client experiences. -
Director, Investor Relations And StrategyGreen Canopy Node Jan 2018 - May 2019Seattle, Washington, UsServed as an independent member of Board of Directors for three years prior to joining team. Co-led investor relations and supported Executive Team and Board in developing and driving strategic growth initiatives, structuring fund and security offerings, and raising entity and project growth capital. -
Director, Wealth Advisory & Impact InvestingThreshold Group Oct 2016 - Dec 2017New York, Ny, UsMember of Threshold's impact investing client relationship and strategy team prior to Threshold merger with AlTi Tiedemann Global. Designed and implemented holistic family office services working with families and foundations to align investment and human capital with mission and values. Integrated capital allocation across all asset classes and capital stack from market rate to mission and program related investments. Emphasis on ESG public market strategies and private impact investments in growth stage tech, environment and climate, financial opportunity and inclusion, fintech, education technology and gender lens strategies across VC/PE/Credit/Real Assets/Revenue Based Finance. Complex estate, tax and financial planning across multiple family and non-profit entities. -
Board Of DirectorsGreen Canopy Node May 2014 - May 2017Seattle, Washington, UsLead Director and Chair of Finance Committee of Green Canopy NODE, a vertically integrated developer of high performance healthy homes in the U.S. Pacific Northwest and nationally. Green Canopy NODE's mission is to build homes, businesses and relationships that help regenerate communities and environments. -
Lead Advisor And Impact InvestorThe Caprock Group Oct 2012 - Sep 2016Boise, Id, UsSenior multi-family office wealth advisor. Served as Chief Financial and Investment Officer to ultra high net worth families and related entities. Collaboratively planned and implemented multi-generational wealth management strategies designed to create mission-aligned, blended value. Allocated investments across all asset classes with emphasis on Venture Capital, Private Equity, Private Debt, Royalty/Revenue Based Finance, Real Estate, Timber, Agriculture and Infrastructure. Deal sourcing and deep due diligence on funds and direct investments. Impact reporting at investment, asset class and portfolio level. -
Board MemberUpstream 21 Mar 2012 - May 2013UsUpstream 21 was a placed based holding company formed to invest financial and human capital in privately held small companies. Companies the fund invested in were supported by the fund's general and limited partners, with a focus on sustainable business management practices to improve financial, social and environmental performance and outcomes. -
Graduate Studies, Sustainable Business ManagementBainbridge Graduate Institute Sep 2010 - Jun 2011Seattle, Washington, UsCertificate in Sustainable Business Management with emphasis on Foundations of Sustainable Business, Systems Thinking and Social Justice. Project and team assignments focused on systems thinking applied to integrating traditional utilities and renewable energy solutions, and rural community business development plans. -
PartnerBridgeway Capital Management Apr 2008 - May 2010Houston, Tx, UsLed consultant relations, business development and client service team of industry-leading asset manager. Bridgeway is a "quant manager with a heart", committed since inception to donate 50% of annual profits to charitable organizations. Corporate giving is directed to organizations solving the most vexing human rights and social justice problems including genocide. -
Principal, Director Of Client Service & Consultant RelationsRainier Investment Management Nov 2002 - Mar 2008Co-led institutional investor client development, service, and consultant relations. Emphasis in Western U.S., Canada and Australia/Asia. Managed 30+ client relationships with $2.5 bil in assets under management.
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Client Executive & Manager, Analytical ServicesRussell/Mellon Analytical Services (Russell Invetsments & Bony Mellon) Nov 1995 - Oct 2002Institutional pension, foundations & endowments, and sovereign wealth fund relationship manager for multi $bil global investors, asset managers and investment consultants. Managed West Coast regional office clients and teams in San Francisco and Dallas, and interim management of Sydney office and team. Represented business unit on Western U.S. corporate strategy team.
Kyle Mylius, Cfa Skills
Kyle Mylius, Cfa Education Details
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The University Of Texas At AustinFinance -
Pinchot UniversitySustainable Business Management
Frequently Asked Questions about Kyle Mylius, Cfa
What company does Kyle Mylius, Cfa work for?
Kyle Mylius, Cfa works for Humanize Wealth
What is Kyle Mylius, Cfa's role at the current company?
Kyle Mylius, Cfa's current role is Wealth advisor to progressive clients who value just and thriving communities and a healthy planet.
What is Kyle Mylius, Cfa's email address?
Kyle Mylius, Cfa's email address is ky****@****und.net
What schools did Kyle Mylius, Cfa attend?
Kyle Mylius, Cfa attended The University Of Texas At Austin, Pinchot University.
What are some of Kyle Mylius, Cfa's interests?
Kyle Mylius, Cfa has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Private Investment Opportunities, Environment, Education, Poverty Alleviation, Responsible And Impact Investing, Sustainable.
What skills is Kyle Mylius, Cfa known for?
Kyle Mylius, Cfa has skills like Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Investment Management, Equities, Impact Investing, Sustainable Business, Asset Management, Philanthropy, Personal Financial Planning.
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