Kyle Harris, Cfa
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Kyle Harris, Cfa Email & Phone Number

Portfolio Manager at HB Wealth
Location: Atlanta, Georgia, United States 8 work roles 1 school
1 work email found @theice.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@theice.com
LinkedIn Profile matched
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Current company
HB Wealth
Role
Portfolio Manager
Location
Atlanta, Georgia, United States
Company size
111 employees

Who is Kyle Harris, Cfa? Overview

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Quick answer

Kyle Harris, Cfa is listed as Portfolio Manager at HB Wealth, a with 111 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at theice.com and a matched LinkedIn profile for Kyle Harris, Cfa.

Kyle Harris, Cfa previously worked as Trader at Homrich Berg and Investment Operations Associate at Merit Financial Advisors. Kyle Harris, Cfa holds Bachelor’S Degree, Economics, Minor: Sports Management from University Of Georgia - Terry College Of Business.

Company email context

Email format at HB Wealth

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*@theice.com
68% confidence

AeroLeads found 1 current-domain work email signal for Kyle Harris, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Kyle Harris, Cfa

Graduate of the University of Georgia's Terry College of Business with a B.B.A in Economics. Series 7 and 63 Licensed. CFA Charterholder

Current workplace

Kyle Harris, Cfa's current company

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HB Wealth
Hb Wealth
Portfolio Manager
Atlanta, GA, US
Website
homrichberg.com
Employees
111
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Company profile
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8 roles

Kyle Harris, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Hb Wealth

Atlanta, Ga, Us

Trader

Current
Homrich Berg

Atlanta, Georgia, United States

Homrich Berg is a national independent wealth management firm based in Atlanta that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients.

May 2024 - Present

Retail Inheritance Specialist

Vanguard

Charlotte, North Carolina

Nov 2019 - Apr 2020

Pi Brokerage Investment Professional

Vanguard

Charlotte, North Carolina

Jun 2019 - Nov 2019

Corporate Sponsorships Intern

Atlanta Falcons

Flowery Branch

Jul 2017 - Aug 2018
Team & coworkers

Colleagues at HB Wealth

Other employees you can reach at homrichberg.com. View company contacts for 111 employees →

SR Sylvia Rowe Sylvia Rowe Colleague at Hb WealthDecatur, Illinois, United States View → BC Bill Cohen Bill Cohen Colleague at Hb WealthAtlanta, Georgia, United States View → BV Ben Van Zee Ben Van Zee Colleague at Hb WealthBirmingham, Alabama, United States View → BD Bonnie Doyle Bonnie Doyle Colleague at Hb WealthClinton, Connecticut, United States View → DP Dhruv Patel Dhruv Patel Colleague at Hb WealthAtlanta, Georgia, United States View → CC Cody Collins Cody Collins Colleague at Hb WealthAtlanta, Georgia, United States View → AH Adam Heffner Adam Heffner Colleague at Hb WealthAlpharetta, Georgia, United States View → TS Teri Sebastian Teri Sebastian Colleague at Hb WealthMarietta, Georgia, United States View → AS Adam Shealy, Cfa Adam Shealy, Cfa Colleague at Hb WealthAtlanta Metropolitan Area, United States View → DM Don Moody Don Moody Colleague at Hb WealthGainesville, Georgia, United States View →
1 education record

Kyle Harris, Cfa education

FAQ

Frequently asked questions about Kyle Harris, Cfa

Quick answers generated from the profile data available on this page.

What company does Kyle Harris, Cfa work for?

Kyle Harris, Cfa works for HB Wealth.

What is Kyle Harris, Cfa's role at HB Wealth?

Kyle Harris, Cfa is listed as Portfolio Manager at HB Wealth.

What is Kyle Harris, Cfa's email address?

AeroLeads has found 1 work email signal at @theice.com for Kyle Harris, Cfa at HB Wealth.

Where is Kyle Harris, Cfa based?

Kyle Harris, Cfa is based in Atlanta, Georgia, United States while working with HB Wealth.

What companies has Kyle Harris, Cfa worked for?

Kyle Harris, Cfa has worked for Hb Wealth, Homrich Berg, Merit Financial Advisors, Intercontinental Exchange, and Vanguard.

Who are Kyle Harris, Cfa's colleagues at HB Wealth?

Kyle Harris, Cfa's colleagues at HB Wealth include Sylvia Rowe, Bill Cohen, Ben Van Zee, Bonnie Doyle, and Dhruv Patel.

How can I contact Kyle Harris, Cfa?

You can use AeroLeads to view verified contact signals for Kyle Harris, Cfa at HB Wealth, including work email, phone, and LinkedIn data when available.

What schools did Kyle Harris, Cfa attend?

Kyle Harris, Cfa holds Bachelor’S Degree, Economics, Minor: Sports Management from University Of Georgia - Terry College Of Business.

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