Portfolio Administrator

As a portfolio administrator and an aspiring CFA charterholder, Kyle is dedicated to managing the daily operations of Apriem portfolios. His responsibilities encompass executing trades for client accounts, analyzing macroeconomic trends, and identifying potential investment opportunities.

Kyle’s core values—Food, Faith, Family, and Fun (in no particular order!)—reflect his holistic approach to life and work. Inspired by his Hawaiian heritage and the family motto “Kong Ohana,” he embraces inclusivity, welcoming both friends and newcomers with open arms.

A natural tinkerer, Kyle engages in a multitude of hobbies, which fuels his passion for capital markets, where there is always something new to explore. He embodies the wisdom of Warren Buffet, believing that continuous learning directly correlates with success.