Kyle joined FAS in 2013 and is responsible for preparing fiduciary accountings for trusts, estates, and conservatorships in accordance with the California Probate Code. He has extensive financial experience and is a CFA charterholder. Prior to joining FAS, he spent 15 years working as an Equity Portfolio Manager, Analyst, and Trader for Charco Partners, Cowen, and Cannell Capital. He earned a degree in Economics with honors from the University of Arizona in 1993.
In his free time, Kyle is actively involved in coaching youth basketball. He enjoys cycling and spending time outdoors with his family.