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Work experience

Mar 2008Present

Senior Director & Client Relationship Officer

EFG Capital Advisors, Inc.

Kyle is a licensed attorney and investment advisor specializing in tax mitigation and risk management strategies for wealthy families and private business owners. He is involved in research, due diligence and manager selection for alternative and international investments.

Education

Jan 2001

JD, Law

Loyola Law School, Loyola Marymount University

About Kyle Dunphy

Based in Los Angeles, Kyle Dunphy is an attorney and investment advisor with EFG Capital Advisors. Mr. Dunphy and his business partner, Clinton Hodges, head EFG's Los Angeles office and function as Senior Directors of Wealth Management and EFG's Family Office Practice. The firm offers high-net-worth individuals and families cross-border management of wealth and protection of assets, and Mr. Dunphy provides risk management and tax mitigation services, as well as research, due diligence, and manager selection for international investments.

Prior to his role with EFG, Kyle Dunphy worked as Senior Director for BNY Mellon Wealth Management in Los Angeles. There, he provided private banking and wealth management services to high-net-worth clients. Additionally, Mr. Dunphy helped open the firm's Century City office which offered a broad range of family office, financial planning and asset management solutions to wealth families, private business owners and entertainment clients throughout Southern California. Kyle Dunphy also previously served as Vice President of Deutsche Bank Private Wealth Management in Los Angeles. He is a member of the Investment Management Consultants Association as well as the Beverly Hills Bar Association.

Kyle Dunphy studied marketing at Boston College, earning a bachelor’s degree before obtaining his Juris Doctor from Loyola Law School in 2001. Apart from his career, Mr. Dunphy enjoys travel, following sports, outdoor activities, and contributing to charitable organizations like Doctors Without Borders.