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Kyle Harlemert
Portfolio Manager and Research Analyst at Woodley Farra Manion Portfolio Management Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Woodley Farra Manion Portfolio Management | Portfolio Manager and Research Analyst | Sep 2005 to Present | — |
| 40/86 Advisors | Assistant VP | Jul 1999 to Sep 2005 | — |
Skills & Expertise
Others at Woodley Farra Manion Portfolio Management Inc. (8)
| Name | Role | Location |
|---|---|---|
D Don Woodley | Principal | Indianapolis, IN , United States |
| Principal | Indianapolis, IN , United States | |
| Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
| Portfolio Manager and Research Analyst | Indianapolis, IN , United States | |
M Michael Manion | Principal | Indianapolis, IN , United States |
| Portfolio Manager | Indianapolis, IN , United States | |
| Research Analyst | Indianapolis, IN , United States | |
N Natalia De Ugarte Munoz | Investment Analyst | Indianapolis, IN , United States |
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