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Kyle Cross
Kyle Cross
Senior Vice President of Wealth Management | Lido Advisors, LLC
Los Angeles, California, United States
Kyle Cross
Summary
Kyle Cross is a seasoned Senior Vice President and Wealth Manager at Lido Advisors, LLC, where he specializes in addressing the complex financial needs of high and ultra-high net worth individuals and families. With a strong background in change management and strategic leadership, Kyle plays a pivotal role in business development and portfolio analysis. He has been instrumental in the firm's growth, contributing to a significant increase in assets under management since joining in 2020. His educational background includes advanced degrees from prestigious institutions such as UCLA and Vanderbilt University, underscoring his commitment to excellence. Kyle's experience spans various roles within Lido Advisors, showcasing his ability to adapt and thrive in dynamic environments. He is passionate about delivering tailored financial solutions, drawing on his expertise in wealth management services and employee training. Outside of his professional endeavors, he is likely to engage in public speaking and community initiatives, reflecting his dedication to leadership and service.
Kyle Cross
Work Experience
Senior Vice President of Wealth Management at
Lido Advisors, LLC
February 2024 - Present
Vice President, Wealth Manager at
Lido Advisors, LLC
February 2023 - February 2024
Associate Wealth Advisor at
Lido Advisors, LLC
February 2021 - February 2023
Private Client Services at
Lido Advisors, LLC
August 2020 - February 2021
Marketing Sales and Services Advisory at
PwC
June 2019 - August 2019
Kyle Cross
Education
UCLA Anderson School of Management, Master's, Business Administration
Vanderbilt University, Bachelor Of Arts (Ba)
UCLA Fielding School of Public Health, Master's, Public Health (Health Management)
Frequently Asked Questions about Kyle Cross
What is Kyle Cross email address?
Kyle Cross's primary email address is ******@lidoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kyle Cross work for?
Kyle Cross is a Senior Vice President of Wealth Management at Lido Advisors, LLC, a company specializing in Functions related to depository banking.
Where Kyle Cross graduated from?
Kyle Cross holds a degree in from UCLA Anderson School of Management.
How can I directly contact Kyle Cross?
To contact Kyle Cross directly, you can use the email address ******@lidoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Kyle Cross?
Kyle Cross is a seasoned Senior Vice President and Wealth Manager at Lido Advisors, LLC, where he specializes in addressing the complex financial needs of high and ultra-high net worth individuals and families. With a strong background in change management and strategic leadership, Kyle plays a pivotal role in business development and portfolio analysis. He has been instrumental in the firm's growth, contributing to a significant increase in assets under management since joining in 2020. His educational background includes advanced degrees from prestigious institutions such as UCLA and Vanderbilt University, underscoring his commitment to excellence. Kyle's experience spans various roles within Lido Advisors, showcasing his ability to adapt and thrive in dynamic environments. He is passionate about delivering tailored financial solutions, drawing on his expertise in wealth management services and employee training. Outside of his professional endeavors, he is likely to engage in public speaking and community initiatives, reflecting his dedication to leadership and service.
Kyle`s contact details
******@lidoadvisors.com
Colleagues
Managing Director
Chief Development Officer and Senior Managing Director
Senior Vice President - Senior Wealth Advisor
Chief Executive Officer and Founder
Director & Chief Financial Officer
Senior Vice President
Senior Vice President - Senior Wealth Manager
President
Senior Vice President, Senior Wealth Advisor
Managing Director, Senior Wealth Advisor