Vice President & Senior Portfolio Management Administrator
Kyle Kocian joined South Texas Money Management in 2014 as a Portfolio Management Administrator and was recently named a Senior Portfolio Management Administrator.
His responsibilities include ensuring accounts are invested according to STMM's core portfolio and guidelines, assisting with Investment Team projects, and supporting the Relationship Managers with account transitions.
Prior to joining the firm, Mr. Kocian worked as a Trust Operations Specialist at Frost Bank. He was primarily responsible for security settlement, option processing, and department balancing.
Mr. Kocian received his Bachelor of Business Administration degree from Baylor University in Waco, Texas. He graduated in May 2012 with a double major in Finance and Economics.