J. KYLE DAVIDSON

SENIOR VICE PRESIDENT
PORTFOLIO MANAGER

Kyle began his investment career in 1998 as a Registered Representative with New York Life Insurance Company / NYLIFE Securities Inc. in Corpus Christi, TX. Leaving New York Life in 1999, Kyle spent the next three and a half years with Alliance Capital Management Inc.

Holding the position of Associate Wholesaler, he was responsible for sales, analysis, and marketing of all mutual funds and financial products to major wirehouse firms within the state of Texas. Before leaving Alliance Capital Management Inc., Kyle was responsible for sales and marketing of their institutional 529 program throughout the United States.

From Alliance Capital Management Inc., Kyle joined Automatic Data Processing (ADP) in their Retirement Services division as a District Manager. He was responsible for direct sales and plan design of 401(k) programs to companies throughout the Midwest. Kyle later held the position of Regional Channel Manager, consulting with Merrill Lynch and Morgan Stanley designing 401(k) programs throughout the United States.

Kyle graduated with a Bachelor of Business Administration Degree from Southwest Texas State University. Kyle holds a Series 65 License.