During his five years of experience working in the financial services industry, Kyle has never shied away from a challenge. Rather than being content with existing software and systems, he is always evaluating, implementing, and searching for new technology to enrich the client experience. He brings to our firm a passion to learn and teach, characteristics that will serve him well at Rhame & Gorrell Wealth Management.
As Wealth Manager, Kyle watches over and executes many of the day-to-day tasks for both clients and advisors. He maintains our industry-leading portfolio management system and manages our performance reporting, trading/rebalancing program, and client portal software. He provides a smooth transition for new clients and delivers exceptional client service for both new and existing clients.
Kyle is responsible for trade executions on all our investment portfolios and serves on the firms’ Compliance Committee. He has taken lead on many projects including; Custodian Conversions, Client Relationship Manager Conversions, training and implementation of our CRM, Performance Reporting, and Trading software, and setting up our client portal/mobile app. He has experience using some of the top custodians in the RIA industry including Charles Schwab, TD Ameritrade, and Pershing.
A closer look at Kyle Nickerson
Kyle graduated from Sam Houston State University with a BBA in both Finance and Banking and Financial Institutions. He currently resides in Willis, TX with his wife, Tiffany, and their children, Beckham and Presley. In his free time, you can find him rooting on any professional sports team from Houston.
Fun Fact: Kyle is 4 inches shorter than his twin brother but is 4 minutes older.