The Team

Decades of combined multidisciplinary experience

Headquartered in

Naples, Florida

Kyle Haesler

Kyle Haesler

Senior Research & AI Strategist

Bio

Kyle brings experience across investment banking, public markets investing, systematic trading, and software development, spanning both traditional financial analysis and modern data-driven research.

He began his career as an Investment Banking Analyst in the Mergers & Acquisitions group at Jefferies in New York City, advising on transactions across the Consumer, Technology, Media, and Industrial sectors.

Following investment banking, Kyle worked as an independent investor and trader, conducting fundamental equity research and implementing strategies that combined fundamental and technical analysis. More recently, his work has focused on systematic futures trading and data-driven research, designing and testing rule-based strategies using Python and historical market data, alongside backend Python development and data transformation workflows as a Data Engineering Consultant. He also completed a Software Engineering program focused on modern application development and data systems.

Amidst the rapid evolution of artificial intelligence, Kyle is uniquely qualified and experienced to bring a confluence of investment experience and understanding of fundamentals in order to leverage the greatest benefits for FarrCrest clients.

Kyle holds a Bachelor of Business Administration in Finance from Miami University's Farmer School of Business, where he graduated summa cum laude and received the J. Belden Dennison Award, presented to the top graduates of the class.

Helen Bertholf

Helen Bertholf

Executive Assistant

Bio

Helen brings more than a decade of experience supporting senior leadership in the investment advisory industry. She joined Farr, Miller & Washington in 2014 as Executive Assistant to the Chief Executive Officer, where she brought a strong foundation in corporate administration and executive support.

Helen is exceptional in her attention to detail, but her greatest strength is her caring and responsiveness to clients. At FarrCrest, Helen continues to play a key role in supporting firm leadership and day-to-day operations.

She is a lifelong Washington, DC native and alumna of Georgetown University.

Deep Roots in

Washington, D.C.

Have You Seen Us?

Our Chairman has been featured across television, print, and radio for over 30 years

Television

Print

Radio

A Million Is Not Enough

A Million Is Not Enough

Hachette Book Group · 2008

The Arrogance Cycle

The Arrogance Cycle

Globe Pequot Press · 2011

Restoring Our American Dream

Restoring Our American Dream

Headline Books · 2013