Kyle McPherson is an Associate Advisor at SEIA and has built a career in financial services spanning nearly a decade. He began at Deutsche Bank in the Corporate Trust Group before spending four years at Canterbury Consulting, specializing in investment analysis for foundation and endowment portfolios. Kyle applies his background in macroeconomics to analyze market trends and offer insights into client portfolios. As a member of the Financial Planning team, he works closely with individuals to help them better understand their current and future financial position.
Kyle earned a Bachelor of Business Administration in Finance from the University of San Diego and is currently a Level III candidate in the Chartered Financial Analyst® (CFA®) program.