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Kyle Harris, CFA

Associate Director, Portfolio Management

Education

BBA, University of Georgia

Certification(s)

CFA

Office Location

Atlanta (HQ)

Kyle joined HB Wealth in May 2024 and serves as Associate Director, Portfolio Management. He comes to HB Wealth with experience trading equities, options, bonds, and commodities.

Before joining HB Wealth, he most recently served as an Investment Operations Associate with Merit Financial Group. Prior to working with Merit, he worked as a Trade operations Analyst at The Intercontinental Exchange where he sat on the energy trading desk.

Kyle graduated from the University of Georgia with a B.B.A. in Economics. He is a member of the CFA Institute and CFA Society of Atlanta.

He lives in Sandy Springs with his fiancé and enjoys attending Atlanta/UGA sporting events, traveling, and spending time outdoors with family and friends.