Kayla Kaltenecker, CFP®
Director, Chief of Staff, Investment Management Department
Raised in a family of financial professionals where estate, tax, and investment strategies were regular dinner table conversation, Kayla brings a practitioner’s lens to advising high-net-worth families.
Joined Lido: 2017
Homebase: Los Angeles, CA
Professional Focus: Kayla joined Lido in 2017. Having gained the experience of numerous roles across the organization, her work now lies at the nexus of our clients, their investment portfolios, and their Lido wealth management teams, driving continuous improvements to our investment platform and to the overall client experience. She works closely with the Chief Investment Officer to develop and deploy new investment strategies, onboard new teams, and educate our wealth managers and advisors on Lido’s full investment offering, including our derivative-based strategies, quantitative strategies, and private alternative investments.
Professional Designations
CERTIFIED FINANCIAL PLANNER™
Education: B.A., Economics and Political Science, Miami University of Ohio
Previous Work Highlights: Kayla began her career in 2017 as an operations assistant, advanced to Vice President, Wealth Manager, and now serves as Director of Investment Management and Chief of Staff.
Personal Facts: An avid reader, wine enthusiast, and seasoned traveler with a curiosity for languages, Kayla enjoys learning Japanese, German, and French. She even spent a summer studying Political Science at the London School of Economics.
