Senior Financial Analyst, Investment Management
Kyle joined Bartholomew & Company’s Investment Management team in 2018. As a senior financial analyst, he supports the team primarily in the areas of daily cash management, portfolio rebalancing, asset allocation recommendations, and ad hoc research and reporting.
Prior to joining the company, Kyle earned his BA in business administration from Bryant University, with a concentration in finance and a minor in mathematics. While at Bryant, Kyle was involved with a student-managed equity investment fund designed to develop professional experience in the investment management industry. He also held an investment management internship at Merrill Lynch.
Kyle holds the FINRA Series 7 and 66 securities registrations. In his free time, he enjoys going to the beach, fishing, exercising, and spending time with friends and family.
Location: Worcester Office