Kyle Pitman, CFA

Financial Advisor | Investments

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Biography
Credentials & Awards
Location(s)

Kyle Pitman is an institutional retirement plan advisor based in Phoenix, AZ.

Kyle provides investment advisory services to endowments, foundations, and retirement plans. He is also involved in the Phoenix Office’s local investment research, due diligence, and monitoring as well as managing the Phoenix Office’s trading processes.

Prior to joining CAPTRUST in 2020 from MRA Associates, Kyle worked as an analyst for Goldman Sachs in Salt Lake City, Utah. This position involved the review and preparation of private equity reporting and the coordination of capitals and distributions.

Kyle graduated from Hamilton College, earning his Bachelor of Arts degree in mathematics and economics.

In his free time, Kyle enjoys playing basketball, golfing, cycling, running, and spending time with his family and friends.

Education

  • Kyle graduated from Hamilton College, earning his Bachelor of Arts degree in mathematics and economics.

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Member, CFA Society Phoenix

Resources

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