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.
Building tax-efficient equity exposure
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Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
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Lessons from “Liberation Day”: A guide to tariffs
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April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now