ABOUT KyleKyle is a portfolio manager for Commerce Trust. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals. Kyle comprehensively represents our research- and goals-based investment process, starting with the initial assessment and creation of an investment objective to ongoing evaluation and adjustments based on changing market and life circumstances. With a deep knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services.
Prior to joining Commerce Trust in 2016, Kyle worked as an investment manager. He has a bachelor of science degree in business administration from Columbia College. Kyle earned his Investment Management Theory & Practice CIMA® Certificate from the Massachusetts Institute of Technology. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations.
Kyle is a board member at Ronald McDonald House Charities of Mid-Missouri and was the employee campaign chair at Heart of Missouri United Way in 2017. Kyle has played golf for 22 years and has never had a hole-in-one. Kyle and his wife have two standard poodles, Ruby and Gus.