As an associate client portfolio manager, Kyle is responsible for supporting business development and client relationship initiatives across CCM’s intermediary distribution channel. He parters with senior members of the sales team to cultivate advisor relationships, expand the firm’s market presence, and deliver impact investment solutions aligned with clients’ objectives.
Biography:
Before joining CCM, Kyle was a regional consultant at Polen Capital, partnering with financial advisors to grow client relationships and expand adoption of firm’s investment strategies. His experience includes collaborating with advisors on portfolio solutions, business development initiatives, and capital raising efforts. Prior to Polen Capital, Kyle was a vice president with Tradeweb Markets in New York City, where he worked on the U.S. Treasury Rates desk. In that role, he developed relationships with institutional investors while gaining extensive experience in electronic trading and fixed income markets. Kyle received his B.S. from the University of Notre Dame, where he was a member of the men’s lacrosse team. He holds FINRA licenses: Series 7, 63, and 66.