Kyle Armstrong

Kyle Armstrong, CFA has a diverse work experience spanning over 14 years. Kyle is currently working as a Senior Manager at MissionSquare Retirement, where they oversee the daily valuation program for Alternative Investments and coordinates external vendors. Prior to their current role, Kyle worked at Charles Schwab as a Manager, specializing in valuation oversight. During their time there, they conducted research, prepared recommendations, and presented them to the Pricing Committee for fair-valuation determinations. Before joining Charles Schwab, Kyle worked as a Supervisor/Manager at ALPS, A DST Company, where they supervised an accounting team and enhanced existing processes for improved efficiency and quality of work. Kyle also worked closely with clients on issue resolution and service improvement. At Brown Brothers Harriman, Kyle served as a Senior Fund Analyst/Supervisor, where they provided oversight of the hedge desk and daily reporting functions. Kyle also played a key role in the development and implementation of a new futures reconciliation system. In their earlier career, Kyle worked as a Fund Analyst at OppenheimerFunds, collaborating with team members on process improvements for cash management. Kyle had responsibility for daily settlement management and produced various reports on settlement efficiency. Prior to this, Kyle served as a Credit Manager at Ferguson Enterprises, where they managed a portfolio of accounts receivable and achieved the highest collection percentage at the branch since its acquisition. In this role, they also worked closely with customers to resolve disputes and tax problems. Kyle Armstrong holds the CFA designation.

Kyle Armstrong, CFA completed their Bachelor of Arts degree in Economics from the University of Colorado Boulder in 2006. Kyle also holds the CFA certification, although additional information about the institution and date of completion is not available.