Kyle Coatsworth, CFA
Vice President, Head of Institutional
Areas of Focus
- Foundations & Endowments
- Family Offices
Kyle grew up in a tight-knit family with three brothers that are still his closest friends today. Through sports, especially his time as the captain of men’s varsity basketball at Western University, he learned valuable lessons in teamwork and competition that he has applied in his career. Kyle was initially attracted to Burgundy because of its reputation, but he has stayed because of the family atmosphere and culture. Kyle is Head of Institutional, working alongside his team to maintain and strengthen existing client relationships and discover opportunities to form new partnerships with like-minded institutions.
The Journal | June 2015
This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question...