Kipley J. Lytel, CFA

Managing Partner
Montecito Capital Management

Portfolio Manager
Montecito Hedged Strategies Fund

Expertise: Hedge funds and alternative investments

Email: kjl@mcapitalmgt.com
Office: 800-943-2295
Cell: 805-208-5800

Kipley J. Lytel, CFA is managing partner with money management firm Montecito Capital Management & portfolio manager of Montecito Hedged Strategies Fund. He has served as a Director & COO (PCMC: GoPublicToday) of a firm that takes companies public. He also held a lead securities analyst for M.L. Stern & Company and has performed portfolio management duties with hedge funds: Pacific Strategic Fund Group, Pegasus Holdings & DD Capital Management. Mr. Lytel was featured in Forbes Magazine as the 10 Most Dependable Wealth Managers in Southern California for 2008.

Mr. Lytel has over fifteen years of investment finance experience, with expertise in equity valuation, taking companies public, credit analysis, private placements, portfolio management and buy/sell recommendations. He received his MBA 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. He holds the Chartered Financial Analyst designation. Mr. Lytel has been referenced in Wall Street Journal, Business Week, Barron's, Forbes, etc.

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