Jimmy Kull

Chief Executive Officer at Cypress Point Wealth Management LLC

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Commercial Services

Finance

Profile

Mr. James F.
Kull, CFA, is a Founder & Managing Director at Cypress Point Wealth Management LLC.
Prior to founding Cypress Point, Mr. Kull served as a corporate attorney for a large international law firm as well as an advisor at a wealth management firm.
He graduated from Washington & Lee University with a bachelor’s degree in history.
Mr. Kull also received a JD from The University of Texas School of Law.

Jimmy Kull active positions

Companies	Position	Start
Cypress Point Wealth Management LLC Cypress Point Wealth Management LLC Investment ManagersFinance Cypress Point Wealth Management LLC (Cypress Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by James (Jimmy) Kull in 2007 as Cypress Wealth Management LLC. Cypress Point provides portfolio management services primarily to high net-worth individuals and families, including trusts and corporate entities related to those individuals and families.	Chief Executive Officer	01/01/2007

All active positions of Jimmy Kull

Former positions of Jimmy Kull

Companies	Position	End
Carter Financial Management Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX.	Corporate Officer/Principal	-

See the detail of Jimmy Kull's experience

Training of Jimmy Kull

Washington & Lee University	Undergraduate Degree
The University of Texas at Austin	Graduate Degree

Experiences
Positions held

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