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FUNDRAISING NEWS | May 15, 2024

Former UBS Advisors Launch Kyros Private Wealth via Summit Financial

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Summit Financial Holdings has introduced a new independent practice named Kyros Private Wealth, based in Naples, Florida. This practice is spearheaded by co-founding partners, William (Bill) E. Clegg IV and Heather Clegg, who oversaw $370 million in assets at UBS. 

Kyros represents the sixth firm in 2024 to join Summit Growth Partners. As part of this transaction, Kyros will become an affiliate partner of Summit.

Bill is the Founding Partner and Private Wealth Advisor of Kyros Private Wealth. Prior to founding Kyros, he was a Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc. – running The Clegg Group. Bill has over 25 years of experience in the financial services industry, starting his career in 1998 at Morgan Stanley. During his career, he has earned notable credentials, including Certified Financial Planner and Certified Investment Management Analyst designations. Heather is a Co-Founder and Managing Director at Kyros Private Wealth, where she manages business development strategies, event planning, and community engagement. She started her career in the financial industry in 2005 with Fidelity Investments. Both she and Bill are actively involved in their community, serving on various boards and committees.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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