Kyle Schlossman

As the son of two teachers, Kyle learned early on about the importance of hard work and education. He attended the University of Florida and majored in accounting. After college, Kyle became fascinated with investments and spent significant time reading anything about the subject that he could get his hands on. This led Kyle to pursue the CFA® program, which is a rigorous, multi-year curriculum that focuses on investment analysis and ethics. After obtaining the CFA® designation, Kyle resumed his self-study of investments, focusing his attention on successful investors like Warren Buffett. Kyle studied Warren extensively, reading dozens of books about him and even going out to Omaha, Nebraska to see him in person at his annual shareholder meetings. This experience laid the foundation for Kyle’s own investment philosophy and provided him with a framework for making rational investment decisions. Eventually, Kyle’s entrepreneurial itch became too strong to ignore. In 2023, he formed Zeniki Wealth so that he could provide comprehensive wealth management services to a greater number of clients and to address the many shortcomings that are inherent in the financial services industry.