Kyle works closely with the Managing Director of Research and CIO to execute research functions across asset classes and investment themes and performs manager due diligence across all product types. He also works to provide efficiency to the investment process by leveraging technology and optimizing the relationship between the Research, Portfolio, and Client Advisory teams.
Prior to joining TwinFocus, Kyle was Head of Research at BC-GUMPS Capital where he ran process architecture, idea generation, and the presentation of portfolio ideas to the Investment Committee. Before joining BC-GUMPS, Kyle worked for Valens Research, a boutique investment research firm.
Kyle graduated from Northeastern University where he earned a Bachelor of Science in Economics and Finance.
I’d love to work in the front office at an MLB or NFL team, and I think there’s a lot of overlap between that business and our research. You’re finding people more skilled than you, evaluating their ability to keep doing that work, and figuring out a way to make those skills work within the constraints of your organization. Then you let them get to work and hope you made the right call.
Steelers season tickets would be a nice bonus, too.
At the risk of sounding like I am already retired, when my wife and I bought our house, I finally got the space for a workshop, and have spent a lot of time building or fixing old furniture and have come to love woodworking. I also love being outside, whether it’s playing volleyball, or taking our dog for walks across the city, so when the Boston weather cooperates, that’s my priority.
In each step through my career, I’ve been tasked with taking the complicated, simplifying it, and communicating it to colleagues and clients. I’m not sure that is entirely unique, but I do believe it is incredibly valuable when working with successful investment managers who have complex solutions to asset management.
Every day we are able to meet new managers and see new investments that are unlike others we’ve seen before. Investment research is something that I believe can never be “solved” which allows me to always be learning, and our team to always be growing into new fields.