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KH

Kyle Harlemert

Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc.

Indianapolis, IN , United States

About

Kyle Harlemert is a Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc., based in Indianapolis, IN. He has served in this role since 2005 and became an owner and principal of the firm in 2010, where he helps guide investment strategy and oversees multi-sector equity research and portfolio construction for individual and institutional clients.

Harlemert focuses on public equities, conducting fundamental analysis across a broad range of industries, with particular expertise in identifying high-quality companies for long-term growth and risk mitigation. His approach emphasizes deep review of financial statements and competitive positioning, contributing directly to Woodley Farra Manion's consistent industry recognition, including a #1 ranking on the CNBC Financial Advisor 100 List in 2022.

Prior to joining Woodley Farra Manion, Harlemert was Assistant Vice President at 40/86 Advisors, where he gained experience in portfolio analysis and investment management. He holds a BS in Finance from Butler University and is a Chartered Financial Analyst (CFA), underscoring his commitment to professional excellence and expertise in financial markets.

Career History

OrganizationRoleDate RangeDetails
Woodley Farra Manion Portfolio ManagementPortfolio Manager and Research AnalystSep 2005 to Present
40/86 AdvisorsAssistant VPJul 1999 to Sep 2005

Skills & Expertise

Business Development
Marketing
Management
Public Speaking
Secondary Research
Market Research
Hedge Funds
Research

Others at Woodley Farra Manion Portfolio Management Inc. (8)

NameRoleLocation
D
Don Woodley
PrincipalIndianapolis, IN , United States
George Farra
George Farra
PrincipalIndianapolis, IN , United States
Jared Ruxer
Jared Ruxer
Portfolio Manager and Research AnalystIndianapolis, IN , United States
John Shelbourne
John Shelbourne
Portfolio Manager and Research AnalystIndianapolis, IN , United States
M
Michael Manion
PrincipalIndianapolis, IN , United States
Ross Bennett
Ross Bennett
Portfolio ManagerIndianapolis, IN , United States
Levi Gates
Levi Gates
Research AnalystIndianapolis, IN , United States
N
Natalia De Ugarte Munoz
Investment AnalystIndianapolis, IN , United States

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