David Thiele

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David Thiele

David Thiele has carved a niche in the financial sector with his extensive experience as a wealth manager, guiding clients through the intricacies of financial planning and investment for over two decades. His professional expertise spans diverse areas, including wealth management, retirement planning for individuals and corporations, and advanced investment strategies. Thiele is adept in portfolio management, business succession planning, educational financing, executive financial services, philanthropy, and detailed stock market analysis. With an impressive array of certifications, Series 24, 51, 52, 53, 7, and 66, along with an insurance license, Thiele co-founded Kalyx Capital Management in 2016. His leadership is marked by a personalized approach to financial planning, rejecting one-size-fits-all solutions in favor of tailored strategies that cater to each client's unique financial goals. Kalyx Capital Management emphasizes long-term, trust-based relationships with clients, ensuring detailed attention is paid from initial planning through execution and ongoing management. Thiele's financial career began at Morgan Stanley, where he developed foundational skills and a robust clientele during his four-year tenure as a Wealth Manager. His educational background is substantial, and he holds an MBA from the University of Oregon, which was enhanced by his international study at Copenhagen Business School in Denmark. His undergraduate degree in International Studies from Western Oregon University further complements his professional qualifications. Outside of his career, Thiele is passionately involved in investing, pursuing it professionally and as a hobby. He is enthusiastic about sports, particularly water sports such as water skiing and surfing, and he enjoys skiing during winter. Thiele also ran an inathearathon, amplifying his dedication to personal health and endurance. In addition to sports, Thiele has a keen interest in gardening and is an avid traveler. He has explored over 60 countries, immersing himself in diverse cultures and customs. He is also a published author, with works including the novel "Lethal Access." His commitment to philanthropy is evident in his extensive volunteer work, particularly in South America, where he has supported various charitable initiatives. David Thiele lives in Bend, Oregon, with his wife Tina and their three children. His professional achievements and personal passions blend seamlessly, establishing him as a well-rounded and highly respected figure in wealth management.

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