Kyle Mangotic, CFA

Experience

• 

  Suncorp Group

  Sept 2011 - Dec 2011

  Research Analyst Internship

  • Obtained 1 of 5 coveted internship positions with Australia's largest general insurer (available to only High Distinction students) • Worked alongside the investment selection team to test the correlations between managed Funds on Suncorp’s Approved Product List (supervised directly by the Head of Research)• Quantitative analysis was performed using Excel and Eviews• Privileged to present findings to some of Australia's top industry professionals

• 

  TD

  Aug 2013 - now

  I provide comprehensive investment and wealth management solutions to high net worth families, estates & trusts, corporations and charitable organizations. I work closely with clients to help them identify their goals, build a customized investment and wealth plan to help them achieve those goals, and provide regular progress reviews. As a member of TD Wealth Private Investment Counsel, I have access to a range of professionals who can provide clients with expertise in banking, estate planning, business succession and insurance needs. Show less

  • Senior Portfolio Manger - TD Wealth Private Investment Counsel

    Aug 2024 - now

  • Portfolio Manager - TD Wealth Private Investment Counsel

    May 2019 - Aug 2024

  • Associate Portfolio Manager - TD Wealth Private Investment Counsel

    Jul 2018 - May 2019

  • Associate - TD Wealth Private Investment Counsel

    Jun 2015 - Jun 2018

  • Investment Representative - TD Direct Investing

    Aug 2013 - Jun 2015