Kyle Zenner
Managing Director, Wealth Management
- Role
- Managing Director at American Bank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kyle Zenner
As a senior wealth manager in the Houston area, a true service mindset has been the foundation of my success. I excel at understanding my clients’ visions and risks, defining the best pathway forward for them, and communicating regularly as an advisor in step with my clients’ evolving needs. My approach is a team approach. I serve as the central point of contact for a group of financial experts and other advisors delivering a full suite of capabilities: investment management, wealth & estate planning, credit & lending services, pre-transaction planning. My career includes relationship management roles with both national and regional financial firms, providing me with the expertise to both understand and communicate sophisticated investment strategies for family offices and high net worth clients. A third-generation Houstonian, I am deeply embedded in my community and have an extensive network of area contacts. I thrive on building relationships and delivering value through a superior experience for both clients and partners.
Experience
Managing Director
Mar 2021 — Present · Houston, TX, US
Education
University of St. Thomas (TX)
Master of Business Administration - MBA, Finance
2003 — 2005
University of Houston
Bachelor of Arts - BA, History
Skills
- Investment Management
- Wealth Management
- Asset Allocation
- Portfolio Management
- Financial Analysis
- Financial Planning
- Equities
- Private Banking
- Alternative Investments
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