Kyle CFA

Executive Director at Agility Outsourced Chief Investment Officer - Denver, CO, US

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Agility Outsourced Chief Investment Officer
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Agility Outsourced Chief Investment Officer

Denver, CO, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 140 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. Perella Weinberg Partners Capital Management LP, a registered investment adviser with the U.S. Securities and Exchange Commission, manages Agility. Please visit our website to learn more about Agility's services or to contact a member of our team.

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Frequently Asked Questions about Kyle CFA
Kyle CFA currently works for Agility Outsourced Chief Investment Officer.
Kyle CFA's role at Agility Outsourced Chief Investment Officer is Executive Director.
Kyle CFA's email address is ***@agilitycio.com. To view Kyle CFA's full email address, please signup to ConnectPlex.
Kyle CFA works in the Investment Management industry.
Kyle CFA's colleagues at Agility Outsourced Chief Investment Officer are Brenna Mitton, Dakota Hay, Yibao Kong, Evelyn Burgess, Amita Ph.D., Jaime Granillo, Patrick CFA and others.
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