Kyle Joseph Hercher
Analyst-Equity at JFG Wealth Management LLC
Profile
Mr. Kyle J.
Hercher is a Supervisor of Investment Operations at JFG Wealth Management LLC.
In this role, he works alongside the entire team to ensure that client portfolios are structured and invested properly by facilitating communications, enacting strategic and day-to-day operational initiatives and monitoring recurring processes.
He also oversees the trading and cash management of the marketable securities and handles complex projects tied to investment portfolios.
He earned a Bachelor of Science degree in both Finance and International Business from the University of Denver.
Kyle Joseph Hercher active positions
| Companies | Position | Start |
|---|---|---|
JFG Wealth Management LLC
 JFG Wealth Management LLC Investment ManagersFinance JFG Wealth Management LLC (JFG) is a SEC-registered registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2002 and is principally owned by Johnson Financial Group LLC. JFG provides investment advice to high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Analyst-Equity | 2016-07-31 |
Training of Kyle Joseph Hercher
| University of Denver | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
JFG Wealth Management LLC
JFG Wealth Management LLC Investment ManagersFinance JFG Wealth Management LLC (JFG) is a SEC-registered registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2002 and is principally owned by Johnson Financial Group LLC. JFG provides investment advice to high net-worth individuals, pension and profit-sharing plans, and charitable organizations. | Finance |
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