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Kyle Morton, CAIA®

Investment Associate
Kyle Morton | Investment Associate | Seventy2 Capital

Kyle is an Investment Associate who joined Seventy2 Capital in 2021 after completing the practice’s internship program while in college. In his current role, Kyle serves as a critical resource for the practice’s custom and discretionary investment strategies. He works hard to utilize his in-depth research and analytic skills to give the company’s advisors the tools and support they need to service clients at the highest level possible.

 

Kyle earned a Bachelor’s degree in Mathematical Economics with a concentration in Statistics from Bucknell University, while also being a recipient of the Presidential Fellowship. Additionally, Kyle has completed the SIE, Series 7, and Series 66 securities registrations and received the CAIA® designation.

 

Originally from the suburbs of Annapolis, Maryland, Kyle worked for more than five years as a dockhand at a local marina. He now resides in Bethesda, Maryland, and is an avid reader who enjoys movies, gaming, and writing in his spare time.

 

Location: Bethesda