Kyle C. Pugh

Founder and Managing Director


B.S., The Citadel

M.B.A., The University of Alabama


Kyle is a founding member of the firm and serves as a managing director. He is also the firm’s chief investment officer and a member of its Investment Policy Committee. He has been engaged in the financial services and investment management industries since 1988. During this time, he has held management positions in both retail and commercial banking, served as a co-portfolio manager for a mid-cap equity mutual fund, and as manager for various individual, corporate, trust, profit-sharing and 401(k) investment accounts.

Kyle holds a Bachelor of Science degree in Business Administration from The Citadel and a Master of Business Administration from the Manderson Graduate School of Business at The University of Alabama. He is a member of the CFA Institute and the CFA Society of Alabama.

Born in Mobile, Kyle is a lifelong resident and is married with three children. He is a 1999 graduate of Leadership Mobile. Kyle, his wife, Kim, and their family are members of Ashland Place Methodist Church.