3 weeks ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
- 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 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 Alternatives Investment Analyst (CAIA®)
- Chartered Financial 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)
News & Resources
Retirement Plans
Retirement Plans
2 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
2 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
