Kyle Stewart, Cfa Email and Phone Number
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.
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Chief Financial OfficerTrades Holding Company, LlcKansas City, Mo, Us
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Vice PresidentCpc, Llc Oct 2023 - PresentKansas City, Missouri, Us -
AssociateCpc, Llc Sep 2021 - Dec 2023Kansas City, Missouri, Us
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Interim Chief Financial OfficerTrades Holding Company, Llc Jan 2024 - Present
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Portfolio Manager, Enterprise FinanceCrossfirst Bank Jun 2020 - Sep 2021Leawood, Kansas, Us -
Analyst, Enterprise FinanceCrossfirst Bank Feb 2019 - Jun 2020Leawood, Kansas, Us— Helping to successfully underwrite, due diligence, structure and negotiate senior financing for business acquisitions by Private Equity and Family Offices
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Investment AnalystDanda Trouve Investment Management, Inc. Jul 2018 - Feb 2019
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Investment AnalystInsphere Capital Management Mar 2016 - Jul 2018— 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.
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Asset ManagerCohen Financial Nov 2015 - Feb 2016Chicago, Illinois, Us -
Commercial Real Estate AnalystCohen Financial Jun 2015 - Nov 2015Chicago, Illinois, UsProvide 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.
Kyle Stewart, Cfa Education Details
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The University Of Iowa Tippie College Of BusinessFinance
Frequently Asked Questions about Kyle Stewart, Cfa
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 the current company?
Kyle Stewart, Cfa's current role is Chief Financial Officer.
What schools did Kyle Stewart, Cfa attend?
Kyle Stewart, Cfa attended The University Of Iowa Tippie College Of Business.
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