Kyle Kong
Portfolio Administrator
Kyle supports Chief Investment Officer Ben Lau, CFA® and the rest of the firm’s investment management team through trade execution, portfolio monitoring, investment research, and market analysis. He helps implement portfolio strategies, evaluate market developments, and contribute to the disciplined management of client portfolios. As a Level II Candidate in the CFA® Program, Kyle is committed to expanding his expertise in portfolio management and investment analysis while applying thoughtful research to support sound investment decisions for clients.
Outside of work, Kyle is known among family and friends for his passion for barbecue and outdoor cooking. He enjoys spending time in the outdoors with his wife and son and values the opportunities those moments create to connect with family and friends.
Meet the rest of our investment management team: Benjamin Lau, CFA®, Jose Rendon, AIF®, and Kenneth Wolin.
Outside of work, Kyle is known among family and friends for his passion for barbecue and outdoor cooking. He enjoys spending time in the outdoors with his wife and son and values the opportunities those moments create to connect with family and friends.
Meet the rest of our investment management team: Benjamin Lau, CFA®, Jose Rendon, AIF®, and Kenneth Wolin.
Years in Business*
Client retention rate*
$ in AUM*
Apriem advisors
Disclosures
*As of 7/14/26, company wide statistics. Client retention rate above 99% for the year-to-date period ending July 14, 2026.