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Kyle Su

Kyle Su

Partner at HB Wealth Management, LLC

Windermere, FL , United States

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

OrganizationRoleDate RangeDetails
WMS Partners is now HB Family OfficePartnerJan 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 FundVPJan 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 HorowitzInvestment ManagerJan 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 VenturesRisk AnalystJan 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 VenturesVC InternJan 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)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
N
Noreen Frost
Partner, Portfolio ManagerTowson, MD , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Showing 1-10 of 23 team members

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