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.

Markets

How did the markets respond to the U.S. Presidential debate?

September 13, 2024We examine shifts in U.S. election odds and financial markets after the first Trump–Harris meeting.Read Now
Business

Business succession planning: Valuing your business

September 12, 2024Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read Now
Outlook

August 2024 CPI Report: Inflation cooled, edging closer to the Fed's target

September 12, 2024The August 2024 CPI report moderated to 2.5% year-over-year, cementing the likelihood that the Fed will begin cutting rates next week.Read Now