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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Kyle Glenn
Chief Operating Officer at HB Wealth
Speaker

Profile

Kyle joined HB Wealth in 2020 as Chief Operating Officer, returning after a previous stint with the firm from 2008-2013. He leads the firm’s internal operations, helps align the firm’s talent and culture with its long-term objectives, and drives strategic initiatives to support future growth.
Prior to re-joining HB Wealth, Kyle was a Manager in Bain & Company’s Atlanta office. In his 5 years at Bain Kyle led teams serving clients across a wide variety of industries, with a focus on Private Equity, Consumer Products, and Technology. His expertise includes M&A, growth strategy, organization and operating model design, and performance improvement.
Kyle received an MBA with Honors from the University of Chicago Booth School of Business in 2015 and a BS in Management with Highest Honors from Georgia Tech in 2008.

Agenda Sessions

  • Employee-Owned RIAs: Building Sustainable Growth Through Shared Ownership

    2:45pm