Kyle specializes in connecting the dots between the future of technology and finance, building strategic relationships and connecting people. He’s currently working with SS & C Advent and is focused on shaping the Black Diamond Wealth Platform for large financial service firms. Kyle lives in Georgia with his wife and 4 children and he’s passionate about golf, craft coffee, southern cooking, the ATL falcons and charitable works.
Tune in to hear:
- What we can learn from financial failures
- Why a fintech revolution/upheaval likely won’t replace the role of financial professionals
- Why a “one click” approach modeled on tech giants like Amazon, Netflix and Uber may not be suitable for behavior-based financial technologies
- How financial professionals could become even more crucial l in a world where trades happen with increased ease and convenience
- How to start a conversation around charitable giving with your clients
- Why you shouldn’t be afraid to humble brag
Twitter: KyleVanPelt
