Kyle Geffre

Kyle Geffre serves as a Senior Portfolio Manager at Stockman Wealth Management in Billings, Montana, where he is responsible for overseeing a broad range of client investment portfolios. His role includes providing comprehensive financial services such as retirement planning, estate planning, and investment strategy development for individuals and families.

Geffre’s investment management spans multiple asset classes, with a focus on diversified portfolios tailored to meet the objectives and risk profiles of his clients. His responsibilities often include securities selection across equities, fixed income, and alternative investments to ensure balanced, long-term growth and risk management.

Prior to joining Stockman Wealth Management, Geffre held positions at First Interstate Bank and Cetera Investment Services. He is recognized for his strong client relationships and expertise in personalized portfolio construction, though specific educational credentials are not publicly listed. His work is marked by a commitment to client outcomes and a comprehensive approach to asset management in the Montana region.