Kyle Cain uses his talent and experience to construct and manage stock and bond portfolios at Freedom. To further his skills as a money manager, Kyle earned the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. In addition to being a published author and adjunct professor teaching financial planning courses, Kyle also received the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation to ensure his advice and guidance is holistic.
Kyle began his financial career as a trader for Fidelity Investments in 2007 after graduating from the University of Florida and right before the beginning of the Global Financial Crisis. This forced Kyle to quickly learn the importance of having a prudent investment strategy that is deeply aligned with a sound personalized financial plan. This lesson has always stuck with Kyle and enabled him to work effectively with hundreds of clients while managing as much as half a billion dollars in client investments.
Kyle’s expertise and experience led him to an opportunity at J.P. Morgan, we he spent several years for working with ultra high net worth clientele in Palm Beach, FL.
When Kyle’s not working he enjoys spending all the time he can with his two young children. He is also a fitness enthusiast and avid reader. These activities consume most of his time, except when the Florida Gators football team is playing. Then you can find him at the stadium or in front of a TV!