Kyle began his career with the firm before returning in November 2022 as the Director of Finance, bringing back valuable external experience. His leadership and strategic insight were quickly recognized, resulting in his promotion to Chief Financial Officer in 2024 and his admittance as a Partner in 2026.
Prior to rejoining the firm, Kyle spent over 11 years with Capital Group, one of the world’s largest investment management organizations. He served as an Assistant Treasurer for several U.S. mutual funds and as a member of the Canadian Funds Executive Committee. In addition, he played a substantial role in building Capital Group’s securities lending program from the ground up, establishing strategic partnerships with two of the largest global financial institutions. His work also involved collaborating closely with compliance and legal team members, portfolio managers, trade settlement, and multiple operational associates to design a scalable, well-governed lending program.
As Chief Financial Officer and Partner, Kyle leads the firm’s financial strategy and oversees its operational health. His unique blend of public accounting roots and large-scale investment management experience enables him to approach decisions with a disciplined, detail-oriented approach and long-term strategic perspective. He excels at translating complex financial data into focused, metrics-driven strategies that improve operational effectiveness and ensure the firm’s priorities are aligned with clear, measurable criteria.
Beyond his professional responsibilities, Kyle is active in his local community. He serves on the Board of Directors and the Finance Committee for the Boys & Girls Clubs of Southeast Virginia.
EDUCATION:
- Bachelor of Science Old Dominion University in Norfolk, Virginia