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Kyle joined Aspiriant in early 2007. As an Investment Operations Specialist Kyle works closely with our Wealth Managers and clients to implement investment strategies by executing transactions with care and efficiency.
Prior to joining Aspiriant, Kyle worked for Franklin Templeton Investments in the Advisor Services Division.
Kyle earned a Bachelor of Arts degree in Economics from Sacramento State University and is currently working towards earning his CFP® certification at the U.C. Berkeley Extension Program.
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Kyle Morgan, Bob Wagman, Michael Tai, Karen Blodgett |
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