Kyle is a licensed attorney and investment advisor specializing in tax mitigation and risk management strategies for wealthy families and private business owners. He is involved in research, due diligence and manager selection for alternative and international investments. Prior to joining EFG, Mr. Dunphy was a Senior Wealth Management Director at Bank of New York Mellon, a VP at Deutsche Bank and an International Financial Advisor at UBS. Mr. Dunphy is a graduate of Boston College and holds a JD from Loyola Law School. Additionally, he is a licensed Massachusetts attorney and Series 66 (Investment Advisor Representative). Mr. Dunphy is a member of the Society of Trust & Estate Practitioners, the Beverly Hills Bar Association and the Investment Management Consultant¹s Association.

investments, risk management, attorney