Private Advisor, Managing Director
Kyle joined Rockefeller, in November of 2022. Prior to this, he was with Merrill Lynch Wealth Management since 2005. Kyle is a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. He also uses Alternative Investments such as hedge funds and private equity. Additionally, Kyle and his team focus on building and implementing custom equity and commodity derivative strategies for concentrated positions and hedging purposes. Kyle holds a degree in Finance from Eastern Illinois University, where he played Division I golf for four years. He and his wife, Kristen, reside in The Woodlands TX with their two children.