Kyle Willemse, CMT®

Portfolio Analyst

Kyle Willemse joined our firm in 2023 and has since been an integral part of our team as a Portfolio Analyst. In his role, Kyle collaborates closely with our model portfolios and advisors, ensuring efficient and effective trading strategies.

With a keen eye for detail, Kyle thrives on analyzing financial data, helping to drive informed decisions that align with our clients' financial goals. His dedication to continued learning keeps him at the forefront of industry trends and innovations. Kyle has completed a level 3 Chartered Market Technician (CMT) certification, Series 63 and 65 licenses, and is currently working on his CFA Level 1. He holds a degree in Business Administration.

Outside of work, Kyle enjoys expanding his knowledge through reading and traveling, experiences that enrich both his personal and professional life. His commitment to excellence and passion for finance make him a valuable asset to our firm.

Professional Affiliations

  • Series 65

  • Series 63

Education

  • Bachelor of Business Administration, University of South Africa

Emily Johnson