KYLE MARKLE
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Kyle Markle, CFP® - Portfolio Manager

Kyle Markle, CFP® is a Portfolio Manager for Donaldson Capital Management. Kyle joined DCM in December, 2008 as a Client Services Manager where he worked alongside Sr. Portfolio Managers Mike Hull and Randy Alsman. During his time as a Client Services Manager, he gained valuable experience in client services by communicating directly with clients, getting to know them and serving their needs while also gaining insight into the financial industry and the markets. In July, 2010, Kyle was promoted to Portfolio Manager.  He works closely with all of DCM's Sr. Portfolio Managers and conducts research for the Investment Policy Committee.

Kyle has a BBA in Finance and Management from the University of Cincinnati.  He played baseball for the Bearcats and was named a Freshman All-American Honorable Mention in 2002.  He considers the lessons learned on the field as an invaluable part of his education and experience.  

Kyle also successfully completed the CFP Board’s requirements for certification in May, 2013, and is a Certified Financial Planner™ professional. 

Kyle had planned on entering the financial industry upon completing his undergraduate studies, but, upon his graduation from UC, he had an excellent opportunity in the construction / real estate industry where he worked for three years as Vice-President and Project Coordinator for a custom home-building company in Cincinnati. That experience provided him with insight into certain markets, and most importantly, offered a great lesson on how to work with and treat clients.

Kyle previously served on the Board of Directors of Gilda’s Club Evansville (President, 2014), an affiliate of a nationwide network offering psychosocial support to those touched by cancer. He is a currently a member of the Evansville Estate and Financial Planning Council.  Kyle and his wife Abby live in Evansville with their children, Lila and Luca. They attend Holy Rosary Church.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


 
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