The UX Wealth Partners Founding Team is comprised of some of the most brilliant minds in the financial-tech world, leveraging their expertise on your behalf.
Co-Founder & CEO
Kyle 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.
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.
Head of Trading
Billy Kropp serves as the Head of Trading at UX Wealth Partners, bringing expertise in institutional trading and operations management. He has constructed and continues to optimize trading...
Director of Client Experience
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...
Chief Compliance Officer
Jeff is a highly-experienced securities lawyer, chief compliance officer, and business attorney with over 23 years of experience strengthening the legal...
Operations & Advisory Support Lead
Lane graduated Cum Laude from the University of Denver, earning her degree in Finance and Analytics. Through her Family’s advisory firm, Lane gained...
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The RIA of the future is bold. And together with UX Wealth Partners, a new frontier is at hand. If you are a forward-thinking advisor who seeks to differentiate themselves, experience exceptional growth, and exceed client expectations, schedule a call to learn more.