Kyle Grandstaff, CFA

Senior Investment Analyst & Financial Advisor

Kyle grew up in the heart of Virginia’s Shenandoah Valley and brings a strong analytical background and a passion for helping clients navigate complex financial decisions. He holds a Bachelor of Science in Quantitative Finance and Financial Economics from James Madison University and earned his MBA with honors from Vanderbilt University.

Over the past eight years, Kyle has built deep experience across the financial services industry, from beginning his career in investment banking and structuring asset-backed securities to most recently serving as a portfolio manager and financial advisor. He is a Chartered Financial Analyst® (CFA®) charterholder and is committed to delivering thoughtful, research-driven guidance that supports each client’s unique goals.

Outside the office, Kyle enjoys skiing, cycling, and spending time in the mountains with his wife, Caroline, and their three wonderful children William, Douglas, and Virginia.