Kyle Campbell, CFA, CAIA

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Kyle Campbell is an institutional retirement plan advisor based in Tampa, FL. 

Kyle joined CapTrust Advisors in Tampa in 2013. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Kyle is currently a financial advisor, relationship manager responsible for providing investment advisory services to endowments, foundations, captive insurance plans, Taft-Hartley plans, and public pension plans. Kyle has worked in the industry since 2013.

Outside of work, Kyle enjoys golf and spending time outdoors with his wife.

Education

  • Bachelor of Science degree in finance from Stetson University

Industry Designations

  • Chartered Financial Analyst
  • Chartered Alternative Investment Analyst

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2019 and 2021 (Team Schott)
  • NAPA Top Retirement Plan Advisors Under 40 | 2020
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)

Article

Upcoming Endowments & Foundations Webinar: Navigating Volatility

For endowment and foundation board members and executives, this webinar explores financial strategies that can help your organization stay resilient throughout market volatility.

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