Kyle Clifford | Retirement Plan Services Financial Advisor Chicago IL
Kyle G. Clifford, CAIA

Kyle G. Clifford, CAIA

Vice President,
Financial Advisor

  • Evergreen Park, IL
  • Outliers: The Story of Success | The Dark Knight
  • “Step by step. I can’t think of any other way of accomplishing anything.” – Michael Jordan
  • Attention to detail, creativity, and open-minded

Financial Advisors

Kyle Clifford is an institutional advisor based in Chicago, IL.

Kyle joined CAPTRUST in 2021 from Ellwood Associates. As a vice president and financial advisor, he is responsible for providing investment advisory services to clients focusing on corporate retirement plans, nonprofits, endowments, foundations, and insurance plans.

At Ellwood, he served as ​​director of private equity manager research and consultant. In this role, Kyle led the due diligence process to identify, evaluate, and monitor private equity funds to add value to client portfolios.

Prior to Kyle’s promotion to consultant, he worked as a senior research analyst at Ellwood. He holds a Bachelor of Science degree in finance from the University of Illinois at Urbana-Champaign.

 

 

Education

  • Bachelor of Science degree in finance from the University of Illinois at Urbana-Champaign

Industry Designations

  • Chartered Alternative Investment Analyst

Industry Involvement

  • Chartered Alternative Investment Analyst Association

News & Resources

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