Kyle Jorgensen, CFA is currently working as the Director of Portfolio Management at Hirtle, Callaghan & Co. Kyle previously held the role of Managing Director and Co-Head of Foundations & Endowments at Abbot Downing. Prior to that, they had various roles at Abbot Downing, including Senior Portfolio Manager, Portfolio Manager, and Investment Associate. Before joining Abbot Downing, they worked as an Investment Research Intern at the South Dakota Investment Council.
Kyle Jorgensen, CFA obtained a Bachelor of Business Administration (BBA) degree in Finance from the University of South Dakota, where they studied from 2003 to 2007. Kyle also holds the Chartered Financial Analyst certification, although specific information about the institution and the year of its attainment is not provided.
June, 2021 - present
Director Portfolio Management at Baruch Investment Management Group
Managing Director, Portfolio Management And Trading Technology at Charles Schwab
Managing Director, Portfolio Management at EJF Capital LLC
Associate Director - Portfolio Management at L&B Realty Advisors, LLP
Senior Director, Portfolio Management at UL Standards & Engagement
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