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Cfp Kyle Markle

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Cfp Kyle Markle

Chief Investment Officer & Senior Investment Advisor | Donaldson Capital Management

Evansville, Indiana, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Kyle Markle

Work Experience

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Chief Investment Officer & Senior Investment Advisor at

Donaldson Capital Management

January 2021 - Present

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Chief Investment Officer & Investment Advisor at

Donaldson Capital Management

October 2016 - Present

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Board Member at

Cancer Pathways Midwest

January 2010 - Present

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Portfolio Manager at

Donaldson Capital Management

December 2008 - Present

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Board Member at

Cancer Pathways Midwest

January 2010 - December 2015

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Portfolio Manager at

Donaldson Capital Management

December 2008 - Present

💼

Project Coordinator at

Hensley Custom Building

January 2005 - January 2008

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Project Coordinator at

Hensley Custom Building Group

January 2005 - January 2008

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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

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

mail

*******@dcmol.com

Colleagues

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Joe Zabratanski

Chief Investment Officer and Investment Advisor

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Cfp Brandon Roop Crps

VP of Investment Advisory & Sr. Investment Advisor

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Fpqp™ Ciavon Hartman

Chief of Operations & Chief Compliance Officer

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Rick Roop

VP & Sr. Portfolio Mgr

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