Kyle joined PFM in 2012 and is the co-head of the Portfolio Strategies Group (PSG). He leads PSG’s efforts in the investment strategy development process for many large and strategically important PFM client relationships. Kyle works primarily with clients of the separate account business by helping to devise customized portfolio strategies designed to meet their specific investment needs. In addition, he assists in the creation and delivery of our views and strategies to clients, prospects and third-party consultants. Kyle is a Fixed Income Investment Committee Member, Credit Committee Member, as well as a member of the firm’s Board of Directors and Office of Diversity, Equity, and Inclusion.
Prior to joining PFM, Kyle spent 10 years at JPMorgan Chase in a variety of capacities, most recently as an investment specialist for their Institutional Sales business.
Kyle serves on several community related boards and is active in his respective alumni associations. He is a frequent speaker at industry conferences and educational seminars.