Kyron Harold, MS, CFA

Advisor, Senior Financial Analyst, CCO  

Kyron joined the firm in 2009 as a Junior Analyst and has contributed to the growth of the firm in a number of different areas over the years. As an Advisor, Kyron meets with clients to discuss macroeconomic trends, portfolio allocations, financial market outlook, and security selection. He also leads the firm’s ongoing macroeconomic research and spearheads the analytics for portfolio model decisions made by the firm’s Investment Committee. He is also responsible for trade execution and reconciliation. As Chief Compliance Officer, Kyron is responsible for the ensuring the firm has a culture of compliance and meets all federal and state regulatory requirements.


Kyron completed his B.A. in Finance, with a minor in International Business at The University of Central Florida. He also has a M.S. in Economics, and certificate in Financial Economics from Purdue University. Kyron is also a CFA charterholder and currently serves as Secretary on the board of The CFA Society of Orlando.


Kyron has deep ties to the local community having been a Central Florida resident for over 30 years. He currently resides in Seminole County with his wife Nancy and their two daughters. Kyron is an avid soccer fan and supporter of the Orlando City Soccer Club (Go Lions!).