2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Kyle joined CAPTRUST in 2021 from Ellwood Associates. As a vice president and financial advisor, he is responsible for providing investment advisory services to clients focusing on corporate retirement plans, nonprofits, endowments, foundations, and insurance plans.
At Ellwood, he served as director of private equity manager research and consultant. In this role, Kyle led the due diligence process to identify, evaluate, and monitor private equity funds to add value to client portfolios.
Prior to Kyle’s promotion to consultant, he worked as a senior research analyst at Ellwood. He holds a Bachelor of Science degree in finance from the University of Illinois at Urbana-Champaign.
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In this edition of Investment Strategy, Sam Kirby of...
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