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About KyleKyle Bergquist is an entrepreneur currently involved in three businesses. First and foremost, he is a financial advisor with Conifer Investments, a boutique that specializes in providing financial advice and services to multi-generational families and entrepreneurs. He has been with Conifer since 2004 and co-manages a number of portfolios in addition to being the primary analyst for hedge funds. Real estate is a source of endless fascination for Kyle because every property is unique in its location, style and condition. Amy and Kyle are constantly discussing individual properties and the markets in general. Kyle is a licensed REALTOR® and supports Amy's residential practice by providing a second pair of eyes and hands to make sure that all clients get top-notch service. Finally, Kyle is a partner in his family's quilt design company, Vermont Quilt Design. The company launched in 2007 with 8 original designs, and has been working to build it's library and increase distribution through local quilt shops. Kyle studied Physics at Wake Forest University, graduating Summa cum Laude and Phi Beta Kappa. He extended his stay at Wake Forest to earn an MS in Physics, and holds an MBA from the University of Virginia. Kyle is also a CFA charterholder (Chartered Financial Analyst). Outside of his various business endeavors, Kyle enjoys spending time with his wife, Amy, and dog, Libby. He is an active member of the West End Civic Association (WECA) and the Hartford Young Professionals & Entrepreneurs (HYPE) group. Kyle enjoys recreational bike riding, poker, and grilling.
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Education: CFA, CFA Institute MBA, Darden (UVA) MS Physics, Wake Forest BA Physics, Wake Forest Summa cum Laude Phi Beta Kappa Professional Experience: Conifer Investments, Senior Analyst William Raveis Real Estate, Agent Entegrity Solutions Product Manager, AssureAccess Quality Manager, AssureAccess Software Engineer, AssureAccess Community Involvement: West End Civic Association HYPE
860-655-2922 KyleB@AmyB-RE.com
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