Assistant Portfolio Manager
Kyle Crawford is an Assistant Portfolio Manager with 7 years of investment experience. As an Assistant Portfolio Manager, Kyle supports Portfolio Managers in managing client insurance portfolios. He assists with all areas of client services by preparing reports, analyzing positioning and performance, and monitoring market developments. Previously he worked as a Senior Investment Analyst at Aon Hewitt Investment Consulting and a Registered Client Service Associate at UBS Corporate Cash Management Group. Kyle earned a BS in Finance from Valparaiso University.