Chief Operating Officer

Kyle Webber is the Chief Operating Officer and a Portfolio Manager, bringing over 18 years of experience in investment management. In his dual role, Kyle serves as a member of the Investment Committee, overseeing the firm’s portfolio management strategies, and leads the firm’s operations, distribution, advisor solutions, and retirement plan initiatives.

Before joining the firm, Kyle held several leadership roles at PageOne Financial, including Executive Vice President and Portfolio Manager. During his tenure, the investment strategies he managed achieved top-quartile rankings from industry benchmarks such as Lipper, Morningstar, and Pensions & Investments. Prior to PageOne, Kyle served in a similar capacity with a Seattle-based investment firm, Castle Strategies, specializing in public equities and distressed real estate opportunities.

Kyle began his career at John Hancock Investments, where he helped to distribute the firm’s mutual funds, closed-end funds, and separately managed accounts to independent financial advisors, gaining a comprehensive foundation in the investment industry.

Kyle earned a Bachelor of Science degree in Financial Information Analysis from Clarkson University.