Grand Rapids, MI
Head of Trading
Kyon oversees all trading-related functions at Compound Planning. Kyon has built out the Trade Desk from the ground-up - and is continuously looking to improve the functionality of the platform to meet Advisors’ needs. Prior to joining Compound Planning, Kyon’s experience spans across 15+ years - with most of this time spent in trading. He has worked with hundreds of Advisors, traded on 12+ custodians, and utilized 10+ rebalancing platforms. Kyon previously managed the Trade Desk for an $8B firm where he directly oversaw $3.2B in assets. Additionally, he previously started an investment management firm, from which he learned even more about ...
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Experience
Compound Planning
1 year
Wealthspan Investment Management, LLC
3 years
Securian Financial Advisors of the Great Lakes
1 year
FormulaFolio Investments, LLC
4 years
Qualifications
Grand Valley State University
Master of Business Administration (MBA)
Michigan State University
Bachelor of Arts (BA) - Finance
Series 7
Securities License
Series 7 Top-off
Securities License
Series 66
Securities License
Securities Industry Essentials®
SIE®
Series 24
Securities License
Specialities
Investment management
Trading operations