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Kyle Stewart, Cfa Email & Phone Number
Chief Financial Officer
at
Trades Holding Company, LLC
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Financial Officer
Location
Kansas City, Missouri, United States
Company size
Who is Kyle Stewart, Cfa? Overview
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Quick answer
Kyle Stewart, Cfa is listed as Chief Financial Officer at Trades Holding Company, LLC, a with 20 employees, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Kyle Stewart, Cfa.
Kyle Stewart, Cfa previously worked as Vice President at Cpc, Llc and Associate at Cpc, Llc. Kyle Stewart, Cfa holds Bachelor Of Business Administration (Bba), Economics, Finance from The University Of Iowa Tippie College Of Business.
Company email context
Email format at Trades Holding Company, LLC
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Trades Holding Company, LLC
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Profile bio
About Kyle Stewart, Cfa
Kyle is currently a Vice President at CPC, joining the team in September 2021. He has broad experience across many areas of finance and investing. Prior to joining CPC, Kyle worked at CrossFirst Bank on their Enterprise Finance team, focusing on transaction financing and sponsor-backed companies. He also spent time at Insphere Capital, a long/short equity hedge fund, covering industries ranging from automotive to advertising technology.Kyle holds degrees in Economics and Finance from the University of Iowa and is a Chartered Financial Analyst (CFA).Kyle currently lives in Prairie Village with his wife, Rachel, and daughters Kate and Claire. When he isn’t chasing Kate around the house, he enjoys spending time at Table Rock Lake and taking long walks through the woods looking for his golf ball.
Current workplace
Kyle Stewart, Cfa's current company
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Trades Holding Company, Llc
Employees
20
AeroLeads page
10 roles
Kyle Stewart, Cfa work experience
A career timeline built from the work history available for this profile.
Vice President
Associate
Sep 2021 - Dec 2023
Interim Chief Financial Officer
Portfolio Manager, Enterprise Finance
Jun 2020 - Sep 2021
Analyst, Enterprise Finance
— Helping to successfully underwrite, due diligence, structure and negotiate senior financing for business acquisitions by Private Equity and Family Offices
Feb 2019 - Jun 2020
Investment Analyst
Danda Trouve Investment Management, Inc.
Jul 2018 - Feb 2019
Investment Analyst
Insphere Capital Management
— At Insphere, a Long/Short Equity Hedge Fund, I was responsible for all aspects of the investment process from idea generation and due diligence to monitoring and tracking portfolio companies. — Successfully developed and implemented investment ideas that generated positive excess returns for the investment fund. — Provided thorough and thoughtful fundamental financial analysis of prospective theses and companies using advanced modeling skills in excel. — As a member of the investment committee, I was a key voice on developing our investment strategy, underwriting positions, and market and economic outlook. — Also, successfully managed our corporate financials for the fund and the sponsor, including external audits and tax preparation.
Mar 2016 - Jul 2018
Asset Manager
Nov 2015 - Feb 2016
Commercial Real Estate Analyst
Provide property financial analysis, including cash flow and proforma projectionsWork with team members to improve policies and procedures for efficiency and better customer serviceAnalyze new leasing activity to ensure lease quality.
Jun 2015 - Nov 2015
1 education record
Kyle Stewart, Cfa education
-
The University Of Iowa Tippie College Of Business
FAQ
Frequently asked questions about Kyle Stewart, Cfa
Quick answers generated from the profile data available on this page.
What company does Kyle Stewart, Cfa work for?
Kyle Stewart, Cfa works for Trades Holding Company, LLC.
What is Kyle Stewart, Cfa's role at Trades Holding Company, LLC?
Kyle Stewart, Cfa is listed as Chief Financial Officer at Trades Holding Company, LLC.
Where is Kyle Stewart, Cfa based?
Kyle Stewart, Cfa is based in Kansas City, Missouri, United States while working with Trades Holding Company, LLC.
What companies has Kyle Stewart, Cfa worked for?
Kyle Stewart, Cfa has worked for Trades Holding Company, Llc, Cpc, Llc, Crossfirst Bank, Danda Trouve Investment Management, Inc., and Insphere Capital Management.
How can I contact Kyle Stewart, Cfa?
You can use AeroLeads to view verified contact signals for Kyle Stewart, Cfa at Trades Holding Company, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kyle Stewart, Cfa attend?
Kyle Stewart, Cfa holds Bachelor Of Business Administration (Bba), Economics, Finance from The University Of Iowa Tippie College Of Business.
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