Designations and Licenses
Kyle holds the Chartered Financial Analyst® designation.
Experience and Education
Kyle is a portfolio manager working with the director of equity research and implementing investment strategies. He has more than nine years of experience in the financial services industry, including particular experience in equity valuation and fundamental analysis.
Prior to joining Mariner Wealth Advisors, Kyle was a senior analyst at Western & Southern Financial Group where he worked in corporate finance. He was responsible for providing valuation analysis of merger and acquisition candidates and supporting the firm’s Securities Lending and Funding Agreement programs. In addition, he worked on real estate financings, asset-liability management and conducted counterparty risk assessments.
Kyle earned a Bachelor of Business Administration degree with a concentration in finance from Morehead State University and an MBA from the University of Cincinnati. Kyle is a member of the CFA Institute and CFA Society of Cincinnati.
Personal Interests
He is also a member of the Finance Department Advisory Board of Cincinnati’s Linder College of Business and the UC Student Fund Investment Committee.