With more than a decade of experience in private wealth management, Kyle McCully is responsible for managing the new client business development program at Stavis & Cohen Financial. His position as Chief Business Development Officer requires that he unites the SCF team to ensure that onboarding is effective and efficient for our new client families. This high level of service is a mark of distinction for the firm. He loves introducing potential clients to Stavis & Cohen Financial!
In addition to his role in business development, Kyle is also intimately involved in the development of the marketing and branding for the firm. His confidence and goal-orientation leads to fresh ideas for explaining our story and value proposition to clients, potential clients and centers of influence.
Kyle also sits on the firm’s Investment Committee and the Merger & Acquisition Committee. His unique skill set and sales perspective helps the firm challenge its status quo.
Before moving to Houston to join the team at Stavis & Cohen Financial, Kyle was a Partner and Director of Business Development at a private wealth boutique in central Florida. Kyle played tennis and soccer at Spring Arbor University, where he majored in Finance. When he’s not in the office he can be found on the tennis courts, golf course and with his wife Amy and their two children, KP and Annabelle. He and Amy find time to regularly volunteer for the following worthwhile organizations:
- Barbara Bush Houston Literacy Foundation Celebration of Reading Committee
- Barbara Bush Houston Literacy Foundation Jungle Book Gala Co-Chairs
- Houston Tennis Association Board of Directors
- First Tee of Greater Houston Annual Luncheon Chairs
- Museum of Fine Arts Houston