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 the investment management industry. Kyon has a Bachelor’s Degree in Finance from Michigan State University; he also earned his MBA from Grand Valley State University. In addition, he has earned the following securities licenses: Series 7, Series 7 TO, Series 66, SIE, and Series 24. Kyon has also obtained a number of insurance licenses. In his spare time, Kyon enjoys spending time with his wife and his three young children. When they’re not driving around on their golf cart, you can find them visiting the local zoos, beaches, or other attractions for their kids.