Kyle R. BriggsKyle R. Briggs, CFA®Vice PresidentInvestment Associate
About Kyle
Kyle Briggs is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Within The McNamee White Group, Kyle focuses on managing client relationships and investing client portfolios, including asset allocation, trading, investment research and portfolio analysis. He also has specific experience with option trading strategies, concentrated stock management and Rule 10b5-1 plans for publicly-traded companies.
Prior to moving to J.P. Morgan Wealth Management with his team in 2023, Kyle was a Vice President and Investment Specialist at First Republic Investment Management, which he joined in 2020. Previously, he served as a Senior Private Wealth Relationship Manager at Merrill Lynch Private Wealth Management. Kyle has worked in investing and wealth management since 2012.
A graduate of the University of Southern California, Kyle earned his B.S. in Business Administration with a concentration in Corporate Finance. He holds the Chartered Financial Analyst® (CFA®) designation.
Eager to share his knowledge and time with others, Kyle teaches financial literacy through Financial Beginnings California. He is also a member of the BEST Friends Board for LA's BEST, an after-school enrichment program for children.
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