Kyle Benedict

Kyle Benedict Email and Phone Number

Investment Research Analyst @Trog Hawley Capital | CFA Level II Candidate @ Trog Hawley Capital
Kyle Benedict's Location
West Palm Beach, Florida, United States, United States
Kyle Benedict's Contact Details

Kyle Benedict work email

Kyle Benedict personal email

n/a
About Kyle Benedict

I'm Kyle Benedict and am currently an investment research analyst at Trog Hawley Capital. I passed the CFA Level 1 exam in August 2024 and plan on taking Level II May 2025. I completed my Master of Science in Finance at Florida State University, after earning my Bachelor of Business Administration with a major in Investments Finance from Stetson University with a 3.92 GPA.During my time at Stetson, I was part of the Roland George Investment Program, where I worked as lead equity research analyst for the utilities sector in a portfolio of $5.5 million in stocks and bonds. From Aug. 2021 - Aug. 2022, the utilities sector outperformed our benchmark with a robust 21% growth during that time period. During my Senior year at Stetson University, I performed in the annual Quinnipiac GAME Forum where our growth portfolio placed 3rd out of 80 schools based off of risk adjusted return and strategy. I also had the opportunity to intern at Regions Bank, completing an asset management internship. During my internship, I completed industry research reports and shadowed portfolio managers. I also completed equity, bond, and ETF reports for the asset management team. Certifications: Series 63 | Securities Industry Essentials (SIE) | Bloomberg Markets ConceptsSkills: Equity Valuation, Financial Statement Analysis, Data Visualization, Financial Modeling,Microsoft Excel & Word, Financial Writing, Presentation Skills,Leadership, Competitive Spirit

Kyle Benedict's Current Company Details
Trog Hawley Capital

Trog Hawley Capital

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Investment Research Analyst @Trog Hawley Capital | CFA Level II Candidate
Kyle Benedict Work Experience Details
  • Trog Hawley Capital
    Investment Research Analyst
    Trog Hawley Capital Jul 2024 - Present
    West Palm Beach, Florida, United States
  • Roland George Investment Program
    Equity Research Analyst
    Roland George Investment Program Aug 2021 - May 2023
    Deland, Florida, United States
    • Develop investment goals, objectives, and criteria to manage a $5.5 million portfolio of stocks and bonds.• Make individual security selections through research using fundamental tools, DCF valuation, and data services provided by Bloomberg, Financial Wire, Morningstar, Thomson Reuters and Baseline.• Function as an investment analyst, gaining real world, hands-on experience in dealing with equity and fixed income markets and presenting and defending recommendations to other students and an investments committee.• From 2021 - 2022 as the lead sector analyst for Utilities our portfolio of utility companies experienced 21% YoY growth
  • Regions Bank
    Asset Management Internship
    Regions Bank May 2022 - Aug 2022
    Tampa, Florida, United States
    • Executed a case study analysis of potential treasury solutions for target companies by evaluating working capital, financial statements, cash flow, and potential growth• Built a sales strategy for the asset management team that found $500,000 in unrealized revenue • Created equity, ETF, and bond reports that matched Regions investment strategies • Constructed industry reports for portfolio managers on telecommunications and IT using IBIS & FactSet
  • Stetson University
    Student Athlete
    Stetson University Aug 2019 - Jul 2022
    Deland, Florida, United States
    Played Division 1 football at Stetson University while maintaining a full course load. Committed 30-40 hours a week to practice, training, film, and games while maintaining a 3.9 GPA.
  • The Junkluggers
    Sales Assistant
    The Junkluggers Nov 2020 - Dec 2021
    Tampa, Florida, United States
    Helped build relationships with clients across the Tampa Bay area. Assisted clients in removal or transport of unwanted items.
  • Carrollwood Day School
    Start-Up Owner (Cds Apparel)
    Carrollwood Day School Aug 2017 - May 2018
    Tampa, Florida, United States
    • Created start-up school apparel store selling sports teams and club apparel• Produced attractive designs that would be used on Nike gear• Attracted over $5,000 in sales from students, teachers, and parents• Developed marketing skills via social media platforms and pitching products at alumni gatherings

Kyle Benedict Education Details

Frequently Asked Questions about Kyle Benedict

What company does Kyle Benedict work for?

Kyle Benedict works for Trog Hawley Capital

What is Kyle Benedict's role at the current company?

Kyle Benedict's current role is Investment Research Analyst @Trog Hawley Capital | CFA Level II Candidate.

What is Kyle Benedict's email address?

Kyle Benedict's email address is kb****@****fsu.edu

What schools did Kyle Benedict attend?

Kyle Benedict attended Florida State University, Stetson University, Carrollwood Day School.

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