Kipley J. Lytel, CFA's Email & Phone Number
Financial Advisor | Managing Wealth Advisor | Senior Portfolio Manager
Kipley J. Lytel, CFA Email Addresses
Kipley J. Lytel, CFA Phone Numbers
Kipley J. Lytel, CFA's Work Experience
Montecito Capital Management Group
Managing Wealth Advisor & Senior Portfolio Manager
January 2003 to Present
PCMC: GoPublicToday
COO & Board of Director
January 2006 to January 2008
ML Stern & Co
Managing Analyst
January 1998 to January 2002
Pegasus Holdings
Investment Analyst & Portfolio Managment
January 1996 to January 1997
Pacific Strategic Fund Group
Senior Portfolio Analyst
January 1994 to January 1996
Santa Barbara Savings
Investment Analyst & Operations Associate
January 1988 to January 1992
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Kipley J. Lytel, CFA's Education
CFA Institute
Chartered Financial Analyst Finance
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Master of Business Administration (MBA) Ranked US News BEST BUSINESS SCHOOL
Pitzer College, Claremont Colleges
Bachelor of Arts (BA) Economics
Verde Valley Preparatory School
International Baccalaureate (IB) World School International college preparatory boarding school
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Frequently Asked Questions about Kipley J. Lytel, CFA
What is Kipley J. Lytel, CFA email address?
Email Kipley J. Lytel, CFA at [email protected], [email protected] and [email protected]. This email is the most updated Kipley J. Lytel, CFA's email found in 2024.
What is Kipley J. Lytel, CFA phone number?
Kipley J. Lytel, CFA phone number is +1.3103941100, +1.8009432295 and +1.8059638100.
How to contact Kipley J. Lytel, CFA?
To contact Kipley J. Lytel, CFA send an email to [email protected], [email protected] or [email protected]. If you want to call Kipley J. Lytel, CFA try calling on +1.3103941100, +1.8009432295 and +1.8059638100.
What company does Kipley J. Lytel, CFA work for?
Kipley J. Lytel, CFA works for Montecito Capital Management Group
What is Kipley J. Lytel, CFA's role at Montecito Capital Management Group?
Kipley J. Lytel, CFA is Managing Wealth Advisor & Senior Portfolio Manager
What industry does Kipley J. Lytel, CFA work in?
Kipley J. Lytel, CFA works in the Financial Services industry.
Kipley J. Lytel, CFA's Professional Skills Radar Chart
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Kipley J. Lytel, CFA's Estimated Salary Range
Kipley J. Lytel, CFA Email Addresses
Kipley J. Lytel, CFA Phone Numbers
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Kipley J. Lytel, CFA's Ranking
Ranked #893 out of 17,860 for Managing Wealth Advisor & Senior Portfolio Manager in California
Kipley J. Lytel, CFA's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Kipley J. Lytel, CFA's Willingness to Change Jobs
Unlikely
Likely
Open to opportunity?
There's 86% chance that Kipley J. Lytel, CFA is seeking for new opportunities
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Kipley J. Lytel, CFA's Social Media Links
/in/kipleyjameslytel