Kyle G. Clifford, CAIA

Senior Financial Advisor,
Relationship Management

Contact CAPTRUST
Biography
Education & Other Highlights
Location(s)

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

Kyle joined CAPTRUST in 2021 from Ellwood Associates. As a senior financial advisor, relationship management, 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

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.