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.

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now