In a world full of noise, Kyle prides himself on his ability to separate the important from the peripheral. Though Kyle has worked in investments for 18 years – all of which have been spent with Bartlett Wealth Management – his passion for finance developed as an inquisitive teen in his hometown of Cincinnati. “My father opened a Roth IRA for me on my 16th birthday with a $1,000 deposit. The only rule was that I had to research my own investments. I was hooked.”
What started as an opportunity morphed into a lifelong career. While he recharges by working on his farm, it’s clear that his passion for wealth management has deep roots.