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Barry Jay Kyte
Stratega di mercato presso Gunderson Capital Management, Inc.
Profilo
Mr. Barry J.
Kyte is a Portfolio Strategist at Gunderson Capital Management, Inc. He provides clients with trusted advice based on sound financial principles and analysis.
With over 20+ years of experience, he has managed $100MM+ in client assets and has advised on $75M+ in acquisitions/divestitures of client owned businesses.
Mr. Kyte takes a comprehensive approach to portfolio construction and financial planning, by integrating each aspect of a client’s financial picture into his overall analysis.
He develops an extensive financial roadmap by reviewing his client’s investment assets, outstanding liabilities, future cash flow requirements, employee benefits, insurance needs, education goals, and future windfalls.
He is willing to work closely with his client’s other professional advisors in order to coordinate portfolio selection, income tax, and estate planning needs.
He attended Florida State University where he graduated with a Master’s in Business Administration (MBA) and a Bachelor’s in Finance.
He is a member of the CFA Institute.
He is a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner practitioner.
Posizioni attive di Barry Jay Kyte
Società | Posizione | Inizio |
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Gunderson Capital Management, Inc.
![]() Gunderson Capital Management, Inc. Investment ManagersFinance Gunderson Capital Management, Inc. (Gunderson Capital) is an independent registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded by Paul Carlson in 2017. Gunderson Capital provides active portfolio management for their individual and institutional clients. | Stratega di mercato | 01/08/2019 |
Formazione di Barry Jay Kyte
Florida State University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 1 |
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Gunderson Capital Management, Inc.
![]() Gunderson Capital Management, Inc. Investment ManagersFinance Gunderson Capital Management, Inc. (Gunderson Capital) is an independent registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded by Paul Carlson in 2017. Gunderson Capital provides active portfolio management for their individual and institutional clients. | Finance |
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