Kyle Kong
Portfolio Administrator
With Apriem Since 2024
Responsibilities: Supports the investment team by handling the daily management of client portfolios, making educated decisions regarding strategic asset allocation based on investor’s unique needs and capabilities, as well as conducting post-trade audits and reconciliations.
Expertise: Organizing and presenting financial data. He is very passionate about financial modeling and simplifying complicated subjects.
Acquired wisdom: As a former revenue cycle analyst for a radiology group, it was his duty to have a high level of understanding of the revenue accrual process and address any inefficiencies at each stage, organizing data and bringing together parties to make the right conclusions.
What would make him a good roommate: Loves to BBQ large quantities of food for all his friends. You would never go hungry!
Finds Balance: Restoring old motorcycles and his 1992 Isuzu pickup! He is also an avid fly-fisherman.