CoverProfile

Kyle Clifford

Senior Financial Advisor, Relationship Management

CAPTRUST

United States, Illinois, Chicago

About Me

Kyle joined CAPTRUST in 2021 from Ellwood Associates. As a senior financial advisor, relationship management, he is responsible for providing investment advisory services to clients focusing on corporate retirement plans, nonprofits, endowments, foundations, and insurance plans. At Ellwood, he served as ​​director of private equity manager research and consultant. In this role, Kyle led the due diligence process to identify, evaluate, and monitor private equity funds to add value to client portfolios. Prior to Kyle’s promotion to consultant, he worked as a senior research analyst at Ellwood. He holds a Bachelor of Science degree in finance from the University of Illinois at Urbana-Champai

View more

Profile Information

Senior Financial Advisor, Relationship Management

CAPTRUST

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

May 30, 2025

Work Experience

CAPTRUST

Senior Financial Advisor, Relationship Management
Oct 2021 - Present
Email: kyle.clifford@ellwoodassociates.com

Ellwood Associates

Consultant
Sep 2011 - Present
Email: kyle.clifford@ellwoodassociates.com

More profiles to browse

RM
Robert Miller
Chief Financial Officer, Corporate Services
Profile Photo
Brodie Barnes
Principal, Financial Advisor
Profile Photo
Justin Pawl
Principal
JU
James Underwood
Senior Director, Portfolio Management

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners