Kyle Adams

Client Advisory

Biography

Kyle is a Partner in the Austin office, where he leads the Cerity Partners OCIO Client Service and Business Development Teams. Kyle also serves as a client portfolio manager for multiple OCIO relationships and is a member of the Cerity Partners OCIO Investment Committee.

Before merging with Cerity Partners, Kyle worked in a similar role as a Managing Director at Agility. Prior to his most recent role at Agility, he spent over four years on Agility’s Private Capital Team underwriting funds and co-investments. He was also a member of Agility’s Investment Committee. Prior to Agility, Kyle competed in the NFL for three years as a tight end for the Chicago Bears and the Tampa Bay Buccaneers. As an undergraduate, Kyle played for the Purdue football team for five seasons and was Captain of the team in his senior year. He was also a Rhodes Scholar nominee, an Academic All-American, won the Big Ten Medal of Honor, and won the Purdue Football Pitbull Award. He graduated with Highest Honors.

OCIO Learn more about Cerity Partners' OCIO

Education

  • B.S. with Highest Honors in Business Management with an emphasis in Finance and Marketing from Purdue University

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Society of Austin

Latest Insights

Kyle Adams

Partner

Institutions

How OCIOs Support Nonprofits Beyond the Endowment

Foundations and endowments operate in an environment where portfolio performance directly impacts grantmaking and operations. As these fiduciary responsibilities grow more complex, many institutions look to an Outsourced Chief Investment Officer (OCIO) partner for additional investment expertise. However, we believe a truly effective OCIO partnership extends far beyond the investment effort. By providing robust governance, […]

Kyle Adams

Partner

Institutions

Why More Nonprofits Are Considering OCIO

Nonprofits are being squeezed from multiple directions. Federal funding has become less reliable. Demand for services continues to rise. Operating deficits are more common. Organizations are increasingly asking private donors and other funding sources to close the gaps, which means competition for charitable dollars is intensifying. These same pressures impact an organization’s investment portfolio. In […]

Kyle Adams

Partner

Institutions

The Outsourcing Landscape: A Field Guide to OCIO Services

At nonprofits, foundations, and other mission-driven organizations, the investment office is being asked to do more in an increasingly demanding environment. Funding sources are under pressure, and competition for donor dollars remains intense. Meanwhile, increased sophistication of portfolio options requires disciplined oversight and specialized expertise from boards and investment committees with limited time and resources. […]

Request an Introduction to Kyle Adams

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues