Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Kyle Lottman, Wealth Management Advisor at Elevate Capital Advisors.
Prior to joining Elevate, Mr. Lottman led a successful analyst career spanning nearly a decade in both equity and fixed income markets. During this time, he obtained the Chartered Financial Analyst® designation; regarded as one of the highest distinctions in the investment management profession. He also holds an active CPA license within the state of Minnesota.
Kyle grew up in the Vail Valley and attended Colorado State University where he graduated with both a Master of Accountancy Degree and Bachelor of Science Degree in Finance.
Outside of the office, he enjoys anything and everything outdoors. He was an active co-chair of the Chartered Market Technicians Association, Minnesota Chapter until 2022.
The Minnesota Chapter of the CMT Association is co-chaired by Craig Johnson, CMT; Ralph Acampora, CMT; Jamie Keelin, CMT; Adam Turnquist, CMT; and Kyle Lottman, CFA. Participation in all Minnesota Chapter Meetings qualifies you for 3 CMT Continuing Education Unit (CEU)...
Presenter(s): Gene Munster, Ralph Acampora, CMT, Craig W. Johnson, CMT, CFA, Jamie Keelin, MBA, CMT, Kyle Lottman, CMT, CFA, CPA, Adam Turnquist, CMT