Kyle Jorgensen

Kyle Jorgensen is a Senior Investment Operations Associate at Aperio Group. Kyle has over eight years of experience in the financial industry, with a focus on trading services and portfolio management.

Kyle began their career as a Client Service Associate at J.P. Morgan in March 2015. In this role, they provided support to clients regarding their accounts and helped resolve any issues they had. Kyle then moved to Morgan Stanley Wealth Management in April 2013, where they worked as a Senior Portfolio Management Specialist. In this role, they were responsible for managing portfolios for high net worth clients and ensuring that they met their investment goals.

In September 2016, Kyle joined Pershing, a BNY Mellon company, as a Vice President- Trading Services. In this role, they assisted in the execution of trading services for institutional clients, money managers, advisors, and internal trading desks. Kyle also trade annual rebalancing and model change events across thousands of accounts. Kyle left Pershing in December 2021 to join Aperio Group as a Senior Investment Operations Associate.

Kyle Jorgensen has a BS from the Alfred Lerner College of Business & Economics at University of Delaware in Finance and Management Double Major, International Business Minor. Kyle also has certification from FINRA in Series 24, 63, and 7.

Kyle Jorgensen works with Michael Nguyen - Investment Operations Analyst, Hilda Wong - Senior Investment Operations Analyst, and Martina Carter - Senior Investment Operations Associate. Their manager is Matthew De Mass, Manager of Investment Operations.