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My Story

Since the beginning of his career, Kyle has been a fast-rising star in Greater Cincinnati wealth management.

The University of Cincinnati graduate is also an alumni of the Cincinnati USA Regional Chamber’s C-Change, a yearlong development program for emerging leaders. In 2016, Kyle appeared on the Cincinnati Business Courier’s “40 Under 40” list recognizing young movers and shakers throughout the region.

A passionate advocate for the arts, Kyle volunteers on the Finance & Investment Committee for Contemporary Arts Center (CAC) in downtown Cincinnati. He is a founding member of the group that successfully enabled free admission to the CAC for the general public.

Ask Kyle About

  • High net worth individuals and their families
  • Foundations and endowments
  • Portfolio analysis
  • Alternative asset strategy

Kyle W. Pohlman

Wealth Advisor, Principal

Education

  • University of Cincinnati, BBA in Finance and Accounting, 2006, Summa Cum Laude
  • Chartered Financial Analyst (CFA)
  • Certified Alternative Investment Analyst (CAIA)
  • Contemporary Arts Center: Finance and Investment Committee; Member, since 2014
  • University of Cincinnati Foundation: Gift Planning Advisory Council; Member, since 2012
  • Economics Center StEP Program, since 2013
  • Cincinnati USA Regional Chamber’s C-Change program: Class 9
  • Business Courier's Forty Under 40, Class of 2016