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Kyle L
CFA®, Series 63, Series 66
Grand Junction, CO
Elevate Capital Advisors
Kyle Lottman is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Elevate Capital Advisors in Grand Junction, CO. His prior experience includes roles at Piper Jaffray & Co., US Bank, and Focus Financial. Outside of his advisory work, he holds treasurer positions with the Grand Valley Anglers and the Independence Ranch HOA, and serves as a director providing financial oversight for the Royce Hurst Humane Society. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management strategies combining fundamental and technical analysis, uses derivatives for hedging, and offers performance-based fee arrangements alongside traditional portfolio management services.
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