Worcester Office
Kyle joined Bartholomew & Company in 2018 and serves as Director of Research and Trading. In this role, he is responsible for advancing the firm’s investment process, contributing to each stage of the portfolio lifecycle—from idea generation and security selection through implementation and ongoing monitoring. His work emphasizes disciplined analysis and structured decision-making, helping ensure portfolios remain aligned with long-term objectives.
He also develops market insights and data-driven research that support the firm’s investment perspectives and inform internal decision-making.
Kyle earned his Bachelor of Arts in Business Administration from Bryant University, with a concentration in Finance and a minor in Mathematics. During his time there, he was an active member of a student-managed equity fund and completed an investment management internship with Merrill Lynch.
He holds the FINRA Series 7 and 66 registrations and has earned the Accredited Investment Fiduciary® (AIF®) designation. He has also passed Level I of the CFA Program.
Outside of work, Kyle enjoys spending time at the beach, playing golf, and being with friends and family.