Kyle’s passion is disruptive solutions. He spent a decade and a half listening to financial advisors and their clients. One thing became clear: advisors and their clients are looking for better solutions. As a leader, Kyle can deliver cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.

Kevin has over 25 years of experience in the investment management industry, initially focusing on product distribution leadership in both the retail and institutional space. More recently, Kevin has focused on private co-investments with family offices and building teams around algorithm-based investment strategies designed to challenge the status quo.

Bridget has worked in the financial services industry for over 15 years. After graduating from the University of Denver’s Daniels College of Business, she joined a $10 billion RIA where she provided concierge services to top advisors and later to portfolio managers across the country. She has a holistic view of the financial industry and a deep understanding of RIA operations that emphasize a commitment to service and diligence for advisors and their clients. Bridget’s experience provides her with the ability to help advisors and their staff create elegant solutions to better serve clients and streamline operations. 

Billy has deep institutional trading experience rooted in building and maintaining trading operations. Having executed a multitude of strategies across various custodians, for tens of thousands of clients; Billy’s consideration of capital markets, access to liquidity, order management, and best execution allows UX Wealth to add crucial value when filling trades. Billy is also a member of the Denver Security Traders Association. In addition, Billy is passionate about leveraging technology to redefine how the industry manages assets, and how advisors can grow their practice.

Larry has over 35 years of industry experience as an advisor in-branch and sales management, product distribution, and consulting. Larry concluded that too much time is spent on what many firms consider “value add” services, but far too little focus on the most critical issue: robust investment options intended to improve investment outcomes for advisors and their clients. As a result, he joined UX Wealth Partners and their mission to bring 21st-century asset management solutions to advisors believing that Advisor + AI is a powerful combination.

Lane graduated Cum Laude from the University of Denver, earning her degree in Finance and Analytics. Through her Family’s advisory firm, Lane gained industry exposure at a young age and has continued to pursue opportunities that complement her passions for business and finance. Before joining UX, Lane worked in the Finance Department of a digital product development firm that underwent an acquisition and first-time audit. Lane holds her Series 65 license and is driven to provide advisors with excellent service and technology-driven solutions.