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Kyle Cross

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Kyle Cross

Senior Vice President of Wealth Management | Lido Advisors, LLC

Los Angeles, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kyle Cross

Work Experience

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Senior Vice President of Wealth Management at

Lido Advisors, LLC

February 2024 - Present

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Vice President, Wealth Manager at

Lido Advisors, LLC

February 2023 - February 2024

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Associate Wealth Advisor at

Lido Advisors, LLC

February 2021 - February 2023

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Private Client Services at

Lido Advisors, LLC

August 2020 - February 2021

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Marketing Sales and Services Advisory at

PwC

June 2019 - August 2019

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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

mail

******@lidoadvisors.com

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Ryan Hosegood

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Sam Hoeck Cfa

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Nicholas Doddo

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Scott Brokaw

Managing Director, Senior Wealth Advisor

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