Kyle Kingshott
CFP®
Managing Director
- Investment Oversight Committee
- Shareholder
Kyle Kingshott is a Managing Director in Pathstone’s Bellevue, WA office and has 16 years of experience in the financial services industry. He is responsible for advising high net worth individuals and multi-generational families in all aspects of their financial lives, including: investment management, risk and cash flow management, estate and tax planning, and complex wealth transfer strategies. Kyle enjoys building long-lasting relationships with his clients and helping them identify the specific goals and objectives they have for their wealth and legacy. In serving clients, he works collaboratively with his client’s team of outside professionals to ensure that everyone works seamlessly in the execution of the client’s financial plan. He also serves as a team leader for other advisors in the Seattle/Bellevue offices, and enjoys mentoring them as they pursue their long-term professional goals.
Prior to Pathstone, Kyle was a Managing Director at Cornerstone Advisors, serving clients in a similar capacity. He also served on Cornerstone’s Portfolio Management Team, where he helped bring a client perspective to the committee. Prior to Cornerstone, Kyle spent 3 years as a financial analyst with Duff & Phelps, doing corporate valuation work.
Kyle earned his bachelor’s degree in Finance from Washington State University. He holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 65 exam.
Kyle lives in Woodinville, WA with his wife, Anna and their 3 daughters. In his spare time he enjoys hiking, exercising, golf, and spending quality time with family and friends.
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Office
Kyle Kingshott is a Managing Director in Pathstone’s Bellevue, WA office and has 16 years of experience in the financial services industry. He is responsible for advising high net worth individuals and multi-generational families in all aspects of their financial lives, including: investment management, risk and cash flow management, estate and tax planning, and complex wealth transfer strategies. Kyle enjoys building long-lasting relationships with his clients and helping them identify the specific goals and objectives they have for their wealth and legacy. In serving clients, he works collaboratively with his client’s team of outside professionals to ensure that everyone works seamlessly in the execution of the client’s financial plan. He also serves as a team leader for other advisors in the Seattle/Bellevue offices, and enjoys mentoring them as they pursue their long-term professional goals.
Prior to Pathstone, Kyle was a Managing Director at Cornerstone Advisors, serving clients in a similar capacity. He also served on Cornerstone’s Portfolio Management Team, where he helped bring a client perspective to the committee. Prior to Cornerstone, Kyle spent 3 years as a financial analyst with Duff & Phelps, doing corporate valuation work.
Kyle earned his bachelor’s degree in Finance from Washington State University. He holds the Certified Financial Planner™ designation and has passed the Financial Industry Regulatory Authority Series (FINRA) 65 exam.
Kyle lives in Woodinville, WA with his wife, Anna and their 3 daughters. In his spare time he enjoys hiking, exercising, golf, and spending quality time with family and friends.
