4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2017
- 813.218.5044
-
400 North Tampa St
#1800
Tampa, FL 33602
Kyle Campbell, CFA®, CAIA®
Financial Advisor,
Relationship Manager
- Akron, OH
- The Iliad | Gladiator
- My wife, family, and close friends
- You are your only limit.
- Honesty, humility, and commitment
Financial Advisors
Kyle is an institutional advisor who works out of the Tampa, FL office.
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 Alternatives Investment Analyst (CAIA®)
- Chartered Financial Analyst®
Awards & Recognition
- Barron’s Top 50 Institutional Consultants | 2019 (Team Schott)
- NAPA Top Retirement Plan Advisors Under 40 | 2020
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Announcements
11 months ago
Barron’s Honors 11 CAPTRUST Advisor Teams
We are pleased to announce 11 CAPTRUST advisor teams have...
Resources
11 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
