Kyle McPherson

Kyle McPherson is an Advisory Associate at Signature Estate & Investment Advisors, LLC, responsible for asset allocation analysis and performance reporting. Prior experience includes serving as a Senior Investment Analyst at Canterbury Consulting, where Kyle worked with foundations and endowments on portfolio construction and presented investment recommendations based on economic trends. Previous roles also include Financial Analyst at First American Title, focusing on budgeting and revenue forecasting, and Account Specialist at Deutsche Bank, managing cash accounts for securities and improving operational efficiency. Kyle began the career as a Research Analyst Intern at MCF Capital Management, specializing in equity analysis and trading strategies. Academic achievements include a Bachelor’s Degree in Finance from the University of San Diego.

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Newport Beach, United States

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Signature Estate & Investment Advisors, LLC

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Signature Estate & Investment Advisors offers investment management and financial planning services tailored to the unique needs of affluent individuals, institutions, and corporations.