Kyle started his career with Baird in the summer of 2023 as an intern. After graduation, he joined the Financial Advisor Foundations Program. During the Foundations Program, Kyle spent nearly a year at the corporate headquarters in Milwaukee rotating with several teams, gaining firsthand experience in the many segments that make up private wealth management. While in the program, he also became fully licensed passing his Series 7 and Series 66 exam and began studying for the CFP exam.
Kyle has a passion for investment research and helping others achieve their financial goals. He grew up in Dayton, OH and graduated from Miami University in 2024 with a bachelor’s degree in finance. He is an avid football fan, and in his free time enjoys playing golf and spending time with family and friends.