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Cfp Kyle Markle
Cfp Kyle Markle
Chief Investment Officer & Senior Investment Advisor | Donaldson Capital Management
Evansville, Indiana, United States
Cfp Kyle Markle
Summary
Kyle Markle is a seasoned Chief Investment Officer and Senior Investment Advisor at Donaldson Capital Management, specializing in alternative investment strategies and financial planning. With a strong foundation in finance and management from the University of Cincinnati College of Business, he has dedicated his career to creating investment strategies that prioritize client needs while balancing risk and return. His extensive experience in investment management, particularly in generating sustainable income for clients, reflects a deep understanding of market dynamics and client priorities. In addition to his professional roles, Kyle has contributed to the community as a Board Member at Gildas Club Evansville, showcasing his commitment to social responsibility. His unique blend of skills in portfolio management and strategic financial planning sets him apart in the industry. Kyle's approach is rooted in a philosophy that emphasizes the importance of preserving principal while generating cash income, making him a trusted advisor for investors. He has a proven track record of aligning investment objectives with client priorities, resulting in portfolios that outperform the market with lower risk. Kyle's background in concrete work as a Project Coordinator adds an interesting dimension to his profile, demonstrating versatility in his professional journey.
Cfp Kyle Markle
Work Experience
Chief Investment Officer & Senior Investment Advisor at
Donaldson Capital Management
January 2021 - Present
Chief Investment Officer & Investment Advisor at
Donaldson Capital Management
October 2016 - Present
Board Member at
Cancer Pathways Midwest
January 2010 - Present
Portfolio Manager at
Donaldson Capital Management
December 2008 - Present
Board Member at
Cancer Pathways Midwest
January 2010 - December 2015
Portfolio Manager at
Donaldson Capital Management
December 2008 - Present
Project Coordinator at
Hensley Custom Building
January 2005 - January 2008
Project Coordinator at
Hensley Custom Building Group
January 2005 - January 2008
Cfp Kyle Markle
Education
College for Financial Planning, Cfp Certification Professional Education Program
January 2012 - January 2012
College for Financial Planning, CFP Certification Professional Education Program
January 2012 - January 2012
University of Cincinnati College of Business, Bba
January 2001 - January 2005
University of Cincinnati College of Business
January 2001 - January 2005
Audencia Nantes Ecole de Management, International Management Summer Program
January 2004 - January 2004
Frequently Asked Questions about Cfp Kyle Markle
What is Cfp Kyle Markle email address?
Cfp Kyle Markle's primary email address is *******@dcmol.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Kyle Markle work for?
Cfp Kyle Markle is a Chief Investment Officer & Senior Investment Advisor at Donaldson Capital Management, a company specializing in Security brokers & dealers.
Where Cfp Kyle Markle graduated from?
Cfp Kyle Markle holds a degree in Financial Planning And Services from College for Financial Planning.
How can I directly contact Cfp Kyle Markle?
To contact Cfp Kyle Markle directly, you can use the email address *******@dcmol.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Kyle Markle?
Kyle Markle is a seasoned Chief Investment Officer and Senior Investment Advisor at Donaldson Capital Management, specializing in alternative investment strategies and financial planning. With a strong foundation in finance and management from the University of Cincinnati College of Business, he has dedicated his career to creating investment strategies that prioritize client needs while balancing risk and return. His extensive experience in investment management, particularly in generating sustainable income for clients, reflects a deep understanding of market dynamics and client priorities. In addition to his professional roles, Kyle has contributed to the community as a Board Member at Gildas Club Evansville, showcasing his commitment to social responsibility. His unique blend of skills in portfolio management and strategic financial planning sets him apart in the industry. Kyle's approach is rooted in a philosophy that emphasizes the importance of preserving principal while generating cash income, making him a trusted advisor for investors. He has a proven track record of aligning investment objectives with client priorities, resulting in portfolios that outperform the market with lower risk. Kyle's background in concrete work as a Project Coordinator adds an interesting dimension to his profile, demonstrating versatility in his professional journey.
Cfp`s contact details
*******@dcmol.com
Colleagues
President
Chief Investment Officer and Investment Advisor
VP of Investment Advisory & Sr. Investment Advisor
Chief of Operations & Chief Compliance Officer
VP & Sr. Portfolio Mgr