Kyle Lortie, CFA

Role at Appleton
Kyle is a member of our Institutional Sales Team. He is responsible for business development and managing strategic institutional client relationships across multiple intermediary and wealth management channels.

Professional Experience
Prior to joining Appleton in 2018, Kyle was a Director for RBC Global Asset Management, responsible for business development and client relationship management as part of RBC’s Institutional Sales Team. Before his career at RBC, Kyle worked as a Consultant for FactSet Research Systems providing investment process consulting to the buy side investment community. Kyle is a CFA® charterholder and an active member of the CFA Society Boston.

Education
B.A., Merrimack College

Personal Notes
Kyle enjoys golf, snowboarding, and all things Boston sports. He is a podcast enthusiast and always welcomes a good recommendation. Kyle and his wife Amanda live in Quincy, MA.