In 2008, Kyle Dunphy accepted the role of Senior Director at EFG Capital Advisors as the financial firm expanded its international operations to Los Angeles, California. He also co-directs EFG’s US Family Office Practice and his responsibilities include managing wealth for high-profile clients and assisting them with cross-border asset planning, his area of specialty. Additionally, Kyle Dunphy advises individuals on investment strategies as well as techniques for tax mitigation.
Mr. Dunphy previously served as a Senior Director at BNY Mellon Wealth Management and VP at Deutsche Bank. During his tenure with these firm, he helped high-net-worth families with their private banking needs, including securing loans and advising on estates and trusts.
Kyle Dunphy graduated from Boston College with a bachelor’s degree 1996. He later received a Juris Doctor from Loyola Law School. During his legal coursework, he focused his research on taxation, corporations, and the combined practice of law and financial planning.
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