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About
Kyle Su is a Partner at HB Family Office (formerly WMS Partners), based in Windermere, FL, where he leads initiatives focused on serving high- and ultra-high-net-worth individuals and families with comprehensive wealth management, planning, and family office services. His key responsibilities include designing and implementing investment strategies, overseeing multi-generational wealth structuring, and expanding the firm's private investments platform.
Kyle's investment expertise covers sectors such as private equity, private credit, private real estate, and complex alternative investments, with a notable emphasis on advanced planning for business owners, executives, and family offices. Prior to joining WMS Partners (now HB Family Office) in 2021, he served as Vice President at Founders Fund and Investment Manager at Andreessen Horowitz, focusing on venture capital, early- and growth-stage technology, and alternative asset classes.
He holds a Master's degree in Risk Management from the University of Southern California and a Bachelor's degree in Finance and Financial Management Services from Singapore Management University. Kyle is recognized for his contributions in developing sophisticated investment strategies for affluent clients and fostering innovation in private markets within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WMS Partners is now HB Family Office | Partner | Jan 2021 to Present | Fill in the city in the United States where you are located Introduction: Independently lead and manage a cross-functional investment team, with overall responsibility for project screening, due dilig... |
| Founders Fund | VP | Jan 2017 to Jan 2020 | Responsible for risk assessment, market analysis and portfolio management of multiple early and growth stage projects, providing multi-stage support for portfolio companies such as financing, growth a... |
| Andreessen Horowitz | Investment Manager | Jan 2012 to Jan 2017 | As a investment manager, I lead investment teams responsible for identifying and evaluating investment opportunities in innovative programs. I work with entrepreneurs to provide capital and strategic ... |
| Upfront Ventures | Risk Analyst | Jan 2010 to Jan 2012 | I was responsible for conducting risk assessment, market analysis and portfolio management. I was involved in the investment decision-making process for several projects and worked closely with the te... |
| Upfront Ventures | VC Intern | Jan 2009 to Jan 2010 | As an intern, I participated in the research and analysis of investment projects, assisting senior investment managers with market research and due diligence. |
Education
University of Southern California
Master's degree, Risk Management
2007 — 2008
Singapore Management University
Bachelor's degree, Finance and Financial Management Services
2003 — 2006
Others at HB Wealth Management, LLC (23)
| Name | Role | Location |
|---|---|---|
D David Citron | CIO | Baltimore, MD , United States |
| Principal | Atlanta, GA , United States | |
| Principal | Tampa, FL , United States | |
J Josh Rowe | Principal | Baltimore, MD , United States |
K Kerstin Wiles | Senior Associate | Suwanee, GA , United States |
| Senior Associate | Alpharetta, GA , United States | |
N Noreen Frost | Partner, Portfolio Manager | Towson, MD , United States |
| Senior Trader and Associate Portfolio Manager | Towson, MD , United States | |
| Partner | Denver, CO , United States | |
| Partner | Cockeysville, MD , United States |
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