Wealth & Finance magazine have announced Montecito Capital Management, and its Founder Kipley J. Lytel, Winners of the 2019 Wealth & Money Management Award for Southern California.
Finance management can be a daunting and complicated task, and therefore many individuals, business people and families look to advisors to support and guide them through the complex process of managing their money. From ensuring all relevant fees and taxes are paid to supporting clients through monumental life changes, those working in the wealth management industry often become much more than just advisors, developing strong relationships with clients and supporting them through thick and thin.
The 2019 Wealth & Money Management Awards are dedicated to rewarding and recognising the hard work and dedication of everyone working in this vast industry, from including asset managers, financial planners, HNWI services and specialist banking providers.
Commenting on the program Awards Coordinator Jonathan Hicks said: “Advice, support and assistance are the key pillars of the wealth management market, and every one of our deserving winners has demonstrated beyond a doubt that they are dedicated to providing these three skills to all of their clients. I am proud of every one of my winners and would like to wish them the best of luck in the future.”
To learn more about our deserving award winners and to gain insight into the working practices of the “best of the best,” please visit the Wealth & Finance website (http://www.wealthandfinance-intl.com) where you can access the winners supplement.
Background Info Kipley Lytel: Montecito Capital Management Group has been advising clients with personalized wealth management services since 2004 and the firm’s founder, Kipley J. Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. We are a Registered Investment Advisory (“RIA”) firm offering conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.
Kipley James Lytel, CFA has over 25 years of investment finance experience, with expertise in client portfolio management, financial advisory, retirement strategies and diverse investments, including equities, fixed-income, alternative assets, stock valuation & ratings, bond credit analysis and real estate matters. His prior institutional work experience with private funds and investment houses (Pegasus Group, Pacific Strategic Fund Group, ML Stern) involved portfolio management roles covering bonds, stocks and other diverse asset classes. He received his Master of Business Administration (MBA) as an honored Fellowship Recipient from the Peter F. Drucker School of Management at Claremont Graduate University. Lytel also received his undergraduate Bachelor of Arts (BA) degree in Economics from The Claremont Colleges. He holds the Chartered Financial Analyst® designation, is an active volunteer member of CFA Institute and has been a Regional Expert for CFA Institute’s Advisory Panel on investment management. Lytel has served as a Board of Director for a number of entities, both private and publicly traded. He has been cited and/or published in Wall Street Journal, Business Week, Barons, Forbes, Bloomberg Wealth Magazine, Financial Planning Magazine, Seeking Alpha, Investment News Magazine, Advisor Perspectives, among others.
Published at Fri, 21 Jun 2019 07:00:00 +0000