Principal, Chief Operating Officer & Chief Compliance Officer
In her role as Chief Operating Officer, Kylie has a strong focus on providing custom solutions for clients through day-to-day management of the firm’s operations. She is responsible for managing and coordinating accounting, human resources, operations, client service and vendor relationships. Kylie also serves as the Chief Compliance Officer ensuring that the firm’s policies and procedures continue to evolve and incorporate the financial industry’s ever-changing regulatory requirements. Kylie’s favorite part of her job is being surrounded by a team of hard-working and thoughtful professionals who seek a balanced approach to life.
Kylie graduated from Furman University with a B.A. in Accounting in 2009 and has since been a member of their Young Alumni Council. She was awarded the Certified Regulatory and Compliance Professional Designation by The Wharton School of the University of Pennsylvania in 2017 and is currently pursuing her Master of Business Administration through the University of North Carolina.