Kyle Mylius, Cfa

Kyle Mylius, Cfa Email and Phone Number

Wealth advisor to progressive clients who value just and thriving communities and a healthy planet @ Humanize Wealth
Kyle Mylius, Cfa's Location
Seattle, Washington, United States, United States
Kyle Mylius, Cfa's Contact Details

Kyle Mylius, Cfa personal email

About Kyle Mylius, Cfa

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.

Kyle Mylius, Cfa's Current Company Details
Humanize Wealth

Humanize Wealth

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Wealth advisor to progressive clients who value just and thriving communities and a healthy planet
Kyle Mylius, Cfa Work Experience Details
  • Humanize Wealth
    Partner & Head Of Investments
    Humanize Wealth Jan 2023 - Present
    Founding 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.
  • Newground Social Investment
    Senior Advisor
    Newground Social Investment Mar 2020 - Jan 2023
    Seattle, Wa, Us
    Senior 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.
  • Braided Water Llc
    Consultant
    Braided Water Llc May 2019 - Dec 2022
    Consultant to registered investment advisors, entrepreneurs, private fund managers and non-profits focused on delivering high impact, values aligned outcomes and client experiences.
  • Green Canopy Node
    Director, Investor Relations And Strategy
    Green Canopy Node Jan 2018 - May 2019
    Seattle, Washington, Us
    Served 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.
  • Threshold Group
    Director, Wealth Advisory & Impact Investing
    Threshold Group Oct 2016 - Dec 2017
    New York, Ny, Us
    Member 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.
  • Green Canopy Node
    Board Of Directors
    Green Canopy Node May 2014 - May 2017
    Seattle, Washington, Us
    Lead 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.
  • The Caprock Group
    Lead Advisor And Impact Investor
    The Caprock Group Oct 2012 - Sep 2016
    Boise, Id, Us
    Senior 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.
  • Upstream 21
    Board Member
    Upstream 21 Mar 2012 - May 2013
    Us
    Upstream 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.
  • Bainbridge Graduate Institute
    Graduate Studies, Sustainable Business Management
    Bainbridge Graduate Institute Sep 2010 - Jun 2011
    Seattle, Washington, Us
    Certificate 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.
  • Bridgeway Capital Management
    Partner
    Bridgeway Capital Management Apr 2008 - May 2010
    Houston, Tx, Us
    Led 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.
  • Rainier Investment Management
    Principal, Director Of Client Service & Consultant Relations
    Rainier Investment Management Nov 2002 - Mar 2008
    Co-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.
  • Russell/Mellon Analytical Services (Russell Invetsments & Bony Mellon)
    Client Executive & Manager, Analytical Services
    Russell/Mellon Analytical Services (Russell Invetsments & Bony Mellon) Nov 1995 - Oct 2002
    Institutional 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

Portfolio Management Investments Asset Allocation Mutual Funds Wealth Management Investment Management Equities Impact Investing Sustainable Business Asset Management Philanthropy Personal Financial Planning Estate Planning Alternative Investment Strategies Venture Philanthropy

Kyle Mylius, Cfa Education Details

  • The University Of Texas At Austin
    The University Of Texas At Austin
    Finance
  • Pinchot University
    Pinchot University
    Sustainable 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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