Dave Kaye in

Dave Kaye

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Chief Financial Officer at Creative Planning Inc.
📍 Kansas City Metropolitan Area, United States

Dave Kaye is the Chief Financial Officer at Creative Planning, bringing extensive experience from the banking and wealth management sectors. A results-oriented leader, he has a history of guiding organizations through major strategic restructurings and M&A activities. He holds an MBA from Northwesterns Kellogg School and a BS from the United States Naval Academy.

He is a graduate of the United States Naval Academy, an uncommon and distinguished background for a public company CFO.

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Experience
30 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Kansas City Metropolitan Area, United States
Personality Overview

How Dave shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dave cares about

Corporate Restructuring
Has a demonstrated track record of successfully navigating organizations through major strategic turnarounds and restructurings.
Mergers & Acquisitions
Lists M&A and divestitures as a key area of achievement, a focus relevant to his role at the acquisitive Creative Planning.
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Career

Work history

6-2020
Chief Financial Officer
Creative Planning Inc.
1-2018 - 3-2019
CEO, Corporate Clients Group
Boston Private
8-2007 - 12-2017
Chief Financial Officer
Boston Private
2006 - 2007
CFO, Columbia Asset Management
Bank of America
2005 - 2006
CFO, Private Banking Division
Bank of America
In the press

Media appearances

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Education
1991 - 1994
MBA
Northwestern University - Kellogg School of Management
1982 - 1986
BS
United States Naval Academy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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