David Thiele is an esteemed wealth manager with over twenty years of experience in financial strategy and client management. His expertise encompasses various financial services, including wealth management, retirement planning for individuals and corporate entities, investment strategies, and portfolio management. Thiele also specializes in business succession planning, educational funding strategies, executive financial services, and philanthropic advising, complemented by his robust understanding of stock market dynamics.
Thiele holds multiple professional certifications, such as Series 24, 51, 52, 53, 7, and 66, and an insurance license, enabling him to offer comprehensive financial solutions. He co-founded Kalyx Capital Management in 2016, where he has been instrumental in developing personalized financial plans that eschew generic solutions in favor of approaches specifically tailored to meet the nuanced needs of each client. His leadership at Kalyx is defined by a commitment to fostering durable relationships based on trust and mutual understanding.
Before establishing Kalyx, Thiele cultivated a wealth of experience at Morgan Stanley, where he served as a Wealth Manager for four years. This role allowed him to build a strong client base and refine his financial planning and client services skills. His academic credentials include an MBA from the University of Oregon, enriched by international academic experiences at Copenhagen Business School in Denmark. He completed his undergraduate studies in International Studies at Western Oregon University.
Outside finance, Thiele is deeply passionate about investing, a pursuit he engages in professionally and personally. He maintains an active lifestyle, participating in various sports, including waterskiing, surfing, and skiing during winter. At 36, he embraced marathon running, demonstrating his commitment to fitness and resilience.
In addition to his sporting endeavors, Thiele has a profound interest in gardening and travel. He has explored over 60 countries and experienced a diverse array of cultures. He is also the author of "Lethal Access," a novel that showcases his creative side. His commitment to social betterment is reflected in his extensive volunteer activities, particularly in South America, alongside numerous local charitable efforts.
Residing in Bend, Oregon, with his wife Tina and their three children, David Thiele's professional and personal lives are deeply intertwined, illustrating his dedication to his career in wealth management and his varied personal interests.