Kyle Cornell, AIF®
Senior Financial Analyst, Investment Management
Location: Worcester Office
Grounded in Relationships, Driven by Purpose
Kyle joined Bartholomew & Company’s Investment Management team in 2018. As a senior financial analyst, Kyle is instrumental in putting our investment philosophy into action. He supports the team with investment research, overall asset allocation idea generation, and up-to-the-minute market insights. He prepares both insightful client communications as well as data-driven economic and financial market materials to aid our internal team in its daily decision-making processes.
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. He also held an investment management internship at Merrill Lynch.
Kyle holds the FINRA Series 7 and 66 securities registrations. He has earned the Accredited Investment Fiduciary® professional designation from Fi360 and has received formal training in investment fiduciary responsibility. In addition, he has passed CFA Exam Level 1. In his free time, he enjoys going to the beach, playing golf, and spending time with friends and family.