Professional experience
Kyle has been securities licensed since July of 1990. He started his career at Piper Jaffray and has been at RBC Wealth Management since 2003. The recipient of many recognitions throughout his career in the investment management business, he is most proud of being awarded the Young Philanthropist of the Year award in 2007 by the Inland Northwest Community Foundation for his charitable work in Spokane, Washington, and Eugene, Oregon.
Education
Kyle has Bachelor of Arts degrees in business administration and communications from Washington State University. He has completed several portfolio management courses, is insurance licensed in Washington state, and has passed the Series 7, 63 and 65 exams.
Other recognitions and designations include:
- Senior Portfolio Manager, specializing in discretionary asset management
- RBC Wealth Management Director’s Council, 2009–2024
- Accredited Wealth Manager (AWM), an RBC professional designation, 2012
- CERTIFIED FINANCIAL PLANNER® credential in July 2016, after completing the extensive curriculum
Personal information
Kyle was raised in Spokane and spent time working as a trust officer for U.S. Bank in Eugene after graduating from college. Kyle moved back to Spokane in the late 90s, and since returning has thoroughly enjoyed being an active member of the community and has volunteered extensively with his Rotary Club. His interests outside of work include snow skiing, golfing and traveling. In June of 2008, he married his lovely bride, Jennifer. In October of 2010, they welcomed their first daughter, Emma, and in April of 2013, they joyfully welcomed their twin daughters, Sarah and Sophie, to the family as well. The five of them live on Spokane’s South Hill.
