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Kyle is a founding member and Managing Director of Castle Strategies, LLC. He holds a Series 65 license with Castle Strategies, LLC. In addition to his work with Castle Strategies, Kyle also serves as a Research Analyst for Castle Advisers, LLC, a multi-faceted manager providing alternative asset management services for qualified institutions and private investors. In his Research Analyst role with Castle Advisers, Kyle assists the Managers in sourcing, evaluating, buying and managing investments made by the Fund.
Mr. Webber brings to the firm a unique perspective in a multitude of areas including portfolio management, investment strategy, research and technology. Prior to founding Castle, Kyle worked alongside
Scott Baklenko at Timberline Financial Group, Inc., a registered investment advisory firm based in Hood River, Oregon. Timberline managed assets for institutions and private clientele, as well as provided financial planning services. Mr. Webber began his career in the financial industry as an advisor with a Fortune 500 broker-dealer. Following his work as an advisor, he garnered valuable experience in research and portfolio management with John Hancock Funds, LLC.
Originally from Scituate, Massachusetts, Kyle earned his B.S. in Financial Information & Analysis from Clarkson University. Mr. Webber sits on the Board of Directors for Alpha Chi Rho Building Corps.
Dividend stock ideas & income, ETFs, Mutual funds, Stocks - long, Tech stocks
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