Kyle W. Harlemert, CFA
“People close to me know I still have the first dollar I ever saved. When I learned about investing, I learned how money can work for you.”
About Kyle
After graduating from Butler University with a degree in finance, Kyle started his career at a small family office, and then moved on to a large corporation before joining Woodley Farm Manion Portfolio Management as a portfolio manager and research analyst in 2005. He became an owner and principal in 2010. He is a Chartered Financial Analyst.
“I like the smaller atmosphere here—less red tape,” Kyle says. “You can wear multiple hats and get things done in a quick and efficient manner. I think clients appreciate that.”
Education
BS in Finance from Butler University
Chartered Financial Analyst
Interests
National Park Enthusiast
Golf
Sports Fanatic