We invited Kylie to join our Long Beach team in 2023, following a year-long internship at HH while completing her bachelor’s degree. She now serves as an Operations Analyst, with formal responsibilities including trading, analytics, and reconciliations. Where Kylie truly excels is in her attention to detail and problem-solving skills, ensuring accuracy and efficiency in every operational process.
“I’m excited to continue growing with HH,” she says, “It’s an amazing firm that truly invests in their people and provides the resources we need to succeed. We’re encouraged to keep developing our skills and expanding our knowledge.”
Kylie earned her Bachelor of Science in Finance from California State University, Long Beach in 2023, graduating through the Honors Program. Her senior thesis focused on financial literacy among college students. As Vice President of CSULB’s Beach Investment Group program, she helped manage three university investment portfolios, gaining hands-on experience in portfolio management and research. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Outside of work, Kylie enjoys staying active, whether it’s at the gym or on an outdoor run: “It’s how I find my balance.” A passionate traveler, some of her most memorable adventures include Santorini, Greece, and Kyoto, Japan.
