Kyle is primarily focused on research and analysis work for the portfolio team at Seventy2 Capital. He dedicates most of his time to supporting the Director of Investment Strategy by performing due diligence on discretionary portfolios. His performance monitoring duties are complemented by trading and portfolio implementation functions.
While attending Bucknell University, Kyle was awarded a Presidential Fellowship and attained a BSc in Mathematical Economics with a concentration in Statistics. He has also completed the Series 7 and 66 registrations, contributing a valuable skillset to the portfolio team. He initially joined Seventy2 Capital through the wealth management internship program but transitioned swiftly into performing due diligence analysis from there.
Originally from the Annapolis area, Kyle is an avid reader and in his spare time, he enjoys watching movies, gaming, and writing.