Kyle joined the firm in March, 2021 and serves as a Senior Wealth Management Associate. He plays a key role on the Wealth Management Team providing support in the areas of client management, investment portfolio design and ongoing monitoring, financial planning, budgeting, cash flow analysis, distribution strategies, tax assessment planning and general collaboration with other members of our clients' professional circle including attorneys and CPAs.
Prior to joining, Kyle spent 4+ years at JP Morgan starting as an Analyst until he was promoted to the Associate level. In his most recent role with JP Morgan, Kyle served as a Business Transformation Associate, managing projects for the high-net-worth and ultra-high-net-worth clients of the Asset & Wealth Management bank. He led a risk-oriented group that strategically determined client and firm exposure to LIBOR. In his earlier role at JP Morgan, he worked on the EMEA Clearing Financial Control team streamlining financial reporting metrics and improving their data quality. Before JP Morgan, he 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 forecasting platforms, including eMoney.
Kyle is a graduate of Penn State University's Smeal College of Business with a BS in Finance & concentration in Accounting. He is currently a Chartered Financial Analyst ("CFA") Level II candidate and holds his FINRA Series 7 and 66 licenses with LPL Financial and has his New Jersey life insurance license.
Kyle lives in Philadelphia with his wife, Alexandra. He enjoys early morning workouts, freshly brewed coffee, traveling, and Philadelphia sports. In his spare time, you can find Kyle spending time with friends and family, preferably at the Jersey shore.