David Thiele Male • United States of America

David Thiele, a distinguished wealth manager, has dedicated over two decades to delivering strategic financial guidance, consistently adhering to stringent legal and regulatory standards. His expertise encompasses various financial services, including wealth management, retirement planning for individuals and corporations, and complex investment strategies. Thiele's professional focus extends to portfolio construction, business succession, educational funding, executive financial services, and philanthropy, complemented by his deep understanding of stock market intricacies.

Thiele is certified with Series 24, 51, 52, 53, 7, and 66 licenses, alongside a comprehensive insurance license. He co-founded Kalyx Capital Management, which was established in 2016. His leadership at Kalyx is characterized by a commitment to personalized service that respects each client's individual goals and circumstances, steering clear of one-size-fits-all solutions. The firm prides itself on crafting bespoke financial strategies that foster long-term, trust-based relationships.

Before his tenure at Kalyx, Thiele sharpened his financial acumen at Morgan Stanley, where he served four years as a Wealth Manager. This role was pivotal in building his expertise and client base, which continues to benefit from his seasoned guidance. His academic credentials are equally formidable. He holds an MBA from the University of Oregon, with additional international exposure through a program at Copenhagen Business School in Denmark. His undergraduate studies were completed at Western Oregon University, where he majored in International Studies.

Beyond his professional life, Thiele is passionate about investing, not only as a vocation but also as a hobby. He is actively engaged in various physical activities, including water sports like waterskiing and surfing and winter sports like skiing. His commitment to fitness is further demonstrated by his participation in several marathons, starting at the age of 36, which highlight his dedication to maintaining a healthy lifestyle.

Thiele also enjoys gardening and has a profound interest in traveling, having visited over 60 countries. This broad exposure has enriched his understanding of global cultures and traditions. Additionally, he is an author who penned the novel "Lethal Access." His volunteer work, particularly in South America, underscores his commitment to giving back to the community.

Residing in Bend, Oregon, with his wife Tina and their three children, David Thiele's life blends professional rigor and diverse personal interests, making him a well-rounded and respected figure in wealth management.