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Kipley J. Lytel, CFA is a senior partner with money management firm Montecito Capital Management . For over three years Mr. Lytel served as the lead securities analyst for M.L. Stern & Company, a leading regional investment securities firm with offices serving all major California markets. Previously, he performed portfolio management and analyst coverage during his employment with two hedge funds, Pacific Strategic Fund Group and DD Capital Management. His background has been marked by his experience as a Generalist, with analyst coverage spanning numerous industries, including: telecommunications & wireless, healthcare, retail, consumer products, technology, gaming and energy (E&P).
Mr. Lytel has over fifteen years of investment finance experience, with expertise in equity valuation, credit analysis, private placements, and buy/sell recommendations. He also developed solid experience in starting and running businesses through his role as a Partner in a private equity firm. He received his Masters of Business Administration (MBA) with Honors from the Peter F. Drucker School of Management at Claremont Graduate University, where he also received his undergraduate Bachelors of Arts (BA) degree in Economics. Mr. Lytel is a Chartered Financial Analyst (CFA) and an active member of the Association of Investment Management and Research (AIMR) and the Los Angeles Society of Financial Analysts (LASFA). He serves as a Senior Grader for AIMR’s CFA Examination and has been a Regional Expert for AIMR's advisory panel on investment management covering: institutional portfolio management, individual portfolio management, analysis of alternative investments, macro strategy formulation, and quantitative modeling applications.
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