Client Relationship Manager
Investment Review Committee
Kyle has over 17 years of wealth and portfolio management expertise. Prior to joining Palisade, he spent 11 years as a Senior Investment Analyst for Greycourt & Co., Inc. in Minneapolis where he advised high net worth clients, performed tax-efficient portfolio management, and direct investment research. He also managed Greycourt’s asset allocation mean–variance optimization, after-tax return conversion, and portfolio rebalancing programs. Before moving to Minnesota in 2011, Kyle lived in Portland, OR. He was an Associate Consultant and Assistant Vice President with CTC Consulting, Inc (now a part of Harris myCFO) from 2002 to 2008. He received his B.S. in Business Finance from Oregon State University. Kyle is a member of the CFA Society of Minnesota.