Portfolio Manager

Kyle Grandstaff, CFA

Portfolio Manager

EDUCATION

Chartered Financial Analyst
MBA, Vanderbilt University
BS in Quantitative Finance, James Madison University
BS in Finance Economics, James Madison University
Minor in Mathematics

ABOUT

Kyle joined our firm in 2023 as pivotal role of Portfolio Manager. His proven leadership skills, analytical expertise and pursuit of excellence make him an ideal part of our team in delivering the highest quality client service. Previously serving as Vice President at Truist Wealth, Kyle’s experience in portfolio construction, investment research, trading and compliance is invaluable.

Kyle holds an MBA from Vanderbilt University’s Owen Graduate School of Management. Notably, a recipient of the prestigious SageBrush Scholarship, an award given to finance students displaying strong academic credentials. He attended James Madison University for his undergraduate degree where he double majored in Quantitative Finance and Finance Economics, with a minor in Mathematics.

Kyle and his wife Caroline live in Sandy Springs with their three children. Originally from Harrisonburg, VA, Kyle enjoys visiting the mountains, skiing, and cycling. A passionate sports enthusiast, Kyle loves watching college football games and is a fervent supporter of the Braves.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC, Healy Wealth Management, and Integrated Financial Group are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, CA, DC, GA, KY, MD, MO, NJ, PA, SC, TX, and WA.

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