Phyllis Kyle

Vice President Portfolio Operations Manager


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

By continuing to browse this site, you consent to the use of cookies and similar technologies to enhance your browsing experience, analyze site usage, and assist in our marketing efforts. For more information, please review our Cookie Policy.