Kyle Winterbotham

Pronouns: he/him

Wealth Manager & Employee Owner

Kyle had always seen himself as a stockbroker, learning from his grandfather and role model early in his life. Taking the step into wealth management was something of a leap of faith. He understood the financial markets but knew he had much to learn about wealth management. Thanks to his dedication and time spent listening and learning, Kyle quickly earned the trust of our team and his clients. He relishes the combination of analytical work and a human touch that his work entails.

Kyle started as an associate in operations at LNW in 2006. Over time, his ability to act as a go between the operations group, wealth managers and clients made him invaluable. As a wealth manager, Kyle is dedicated to understanding the unique goals of each of his clients and helping them to feel confident in their financial plan.

Clients are our number-one priority.
Designations and Education
  • B.A. in Economics, University of California, Davis 
Community and Industry Affiliations
  • Coaching youth baseball, basketball and soccer
Personal Passion

Kyle loves to spend time with his family and go on adventures with his wife and three kidsHe enjoys cooking, especially BBQ and smoking meatsHe is an avid sports fan; the 49ers, Warriors, and Stanford football in particular.