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


Kyle Clifford
Senior Financial Advisor, Relationship Management
CAPTRUST
United States, Illinois, Chicago
About Me
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
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