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Phyllis Kyle

Vice President Portfolio Operations Manager

210-736-7403
phyllis@1900wealth.com

Phyllis Kyle is Vice President, Portfolio Operations Manager for 1900 Wealth.

Phyllis is the driving force behind 1900 Wealth’s trading strategy and operational processes. She not only delivers investment-related communications, both internally and externally, but also serves as one of our trusted traders, providing valuable advice to our clients.

With a wealth of experience spanning over 25 years as an investment advisor, Phyllis brings a deep understanding of the industry, particularly in fixed income. Her decision to join 1900 Wealth was driven by a desire for new challenges, and she has since been instrumental in establishing new procedures, policies, and educational programs.

As a licensed trader, Phyllis can work directly with clients while also applying her keen analysis and strategic thinking to new processes and efficiencies within the company.

Phyllis has a well-rounded investment background, having worked for three different banks before moving to private investment advisors. She was at her last firm for more than 20 years.

Experience & History

Vice President — Portfolio Operations Manager, 1900 Wealth
Portfolio Manager and Trader, Orleans Capital Management
Vice President — Taxable Bond Trader, Whitney National Bank
Investment Representative, Parish National Bank
Taxable Bond Trader — Institutional Investments, First National Bank of Commerce
Institutional Fixed Income Salesperson, First National Bank of Commerce
Series 65 License
Bachelor of Science — Finance, Louisiana State University
Volunteer, Methodist Children’s Home
Volunteer, Northshore Humane Society

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