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 a Trader 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 Roswell with his wife, Avery. In his spare time, he enjoys attending Atlanta/UGA sporting events, playing golf, and travelling.







