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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Kyle Miller
Managing Director of M&A at EP Wealth


Kyle Miller had over 8 years of experience in Mergers & Acquisitions when he joined EP Wealth Advisors in November of 2023.

Kyle was previously the Vice President of Mergers & Acquisitions at Acrisure, an industry-leading insurance brokerage firm that averaged 100 acquisitions per year since 2015 — he had the opportunity to lead over 160 of the transactions in his time there. Kyle is responsible for sourcing, vetting, pricing and executing new partnerships for EP Wealth Advisors. Miller received his Bachelor of Science in Finance and Entrepreneurship from Indiana University Kelley School of Business.

When he’s not putting deals together, Kyle enjoys spending time with his wife, three daughters and his Bernese Mountain Dog named Camper. He also enjoys traveling, skiing and cheering on the Detroit Lions.

Agenda Sessions

  • Hitting the Bullseye: The Forces Bringing Buyers and Sellers Together