CoverProfile

Kyle Plitt

Senior Consultant, Principal

RVK Inc

United States, Idaho, Boise

About Me

Kyle is a Senior Consultant based in RVK’s Boise office, having joined the firm in 2006. He advises a number of client relationships including pensions, endowments, foundations, defined contribution plans, and insurance portfolios. Kyle works directly with clients in developing portfolio asset allocation, investment manager due diligence, and general market research and education. Kyle graduated from the University of Oregon with a BS degree in Business Administration - Finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Kyle is a shareholder of the firm.

Profile Information

Senior Consultant, Principal

RVK Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Boise

Idaho

United States

Jul 31, 2024

More profiles to browse

Profile Photo
Jonathan Kowolik
Senior Consultant, Principal & Head of Investment Operations Solutions
IB
Ian Bray
Senior Consultant, Principal
DS
Debbie Shannon
Investment Manager Research
Profile Photo
Matthias Bauer
Senior Consultant, Principal

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University