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Kyle Macrina

Kyle Macrina

Wealth Management Associate

Office: 856-216-8444 ext. 211
Mobile: 484-368-2777
E-mail:
 

Kyle joined the firm as a Wealth Management Associate in March, 2021.  He works in a pivotal role supporting our Private Wealth Management team and acts as a liaison to our Client Service Team on client-related matters.

Kyle spent the last 4+ years at JP Morgan in Delaware starting as an analyst until most recently as a Business Transformation Associate on their Asset & Wealth Management team.  In his most recent role, he managed projects for their high net worth and ultra high net worth private bank.  He also led a risk-oriented group that strategically determined client and firm exposure to LIBOR.  In his earlier roles at JP Morgan, he worked on the EMEA Clearing Financial Control team streamlining financial reporting metrics and improving their data quality.  

Prior to JP Morgan, Kyle worked for a wealth management firm in Pennsylvania as a Client Service Associate with diverse responsibilities including client onboarding onto their financial planning platform, assisting with the construction of financial plans and serving on their internal Investment Committee.  Kyle became well-versed in multiple wealth forcasting platforms, including eMoney.   

Education

Pennsylvania State University, Smeal College of Business, University Park, PA, Class of 2015.  BS in Finance, Concentration in Accounting.

Professional

Participant in the Certified Financial Analyst (CFA) Program.  Currently a CFA Level II Candidate.  Completed Level 1 in December, 2020.