Recently graduating from Clemson University, Kyle enjoys utilizing his passion for finance. He joined the Elevate team during the summer of 2021 on an internship, then became a full-time employee in January of 2022. Kyle loves the unique blend of the financial world and client relationships. He looks forward to strengthening this bond.
Joining the Elevate team with a diverse work experience, Kyle spent half of 2021 working as a private equity investment analyst, gaining experience by overseeing and evaluating various industries and brands. In addition, Kyle has spent time interning at a proprietary trading firm, accounting department, and has even assisted with opening two restaurants in the Chicagoland area. These positions have provided Kyle a plethora of experience that has become very helpful in assisting clients achieve their financial wants and needs.
Kyle believes that forming and maintaining strong relationships with clients and the community is the cornerstone upon which Elevate manages its business. Kyle has grown up in the Chicagoland area, living in over five different cities in Illinois alone. He is a graduate of Joliet Catholic Academy and was an active member in various clubs and activities, such as the Habitat for Humanity Club and the golf team. Mirroring his love for the area, Kyle has developed an undying passion for Chicago’s sports teams - especially the Bears, Bulls, and Cubs.
In 2022, Kyle will be participating in the RJ Advisor Mastery Program, obtaining various FINRA certifications such as the series 7 and series 66. Along with continuing education, the program will develop Kyle’s technical and client-focused skills through comprehensive mentoring and education sessions. Paired with the AMP program, Kyle looks forward to continuing to focus on further building relationships with Elevate clients, while enhancing their financial experience.