Kyle Harris, Cima®, Cepa®
About Kyle Harris, Cima®, Cepa®
Kyle Harris is a Managing Director and Senior Portfolio Manager at UBS Financial Services, where he has worked since 2010. With over 15 years of experience in the financial industry, he specializes in comprehensive financial planning and portfolio management for individuals, corporations, and captive insurance.
Current Role at UBS Financial Services
Kyle Harris serves as Managing Director and Senior Portfolio Manager at UBS Financial Services. He has held this position since 2010, accumulating over 14 years of experience in this role. Harris employs a customized approach to investment strategies, focusing on professionalism and intellectual creativity to meet client needs. His expertise includes managing portfolios for individuals, corporations, and captive insurance.
Previous Experience at Merrill Lynch
Before joining UBS Financial Services, Kyle Harris worked at Merrill Lynch as a Financial Advisor from 2005 to 2010. During his five years there, he developed foundational skills in financial advising and client relationship management, which contributed to his subsequent success in portfolio management.
Education and Expertise
Kyle Harris studied at the University of North Carolina at Chapel Hill, where he earned a degree in Business Administration from 2001 to 2005. This educational background laid the groundwork for his extensive knowledge in financial planning and investment management. He holds professional designations as a CIMA® and CEPA®.
Background in Financial Industry
With over 15 years of experience in the financial industry, Kyle Harris has developed a strong focus on comprehensive financial planning. His career trajectory reflects a commitment to understanding client needs and delivering tailored investment solutions.