Client Advisory

Biography

Kyle is a Senior Associate in the New York office. He is responsible for supporting wealth advisors in delivering holistic financial guidance and customized investment strategies to high-net-worth individuals and families. His approach focuses on aligning financial planning with clients’ long-term goals, helping deliver tailored solutions for complex wealth management needs.

Before joining Cerity Partners, Kyle worked as an Associate at Goldman Sachs Ayco within the Financial Wellness division, where he provided comprehensive planning on retirement, asset allocation, insurance, tax strategies, and company-sponsored benefits. Kyle also served as a Financial Associate at Goldman Sachs Partner Family Office, assisting firm Partners with tax preparation, estate planning, and personalized wealth management services.

Education

  • MBA in Business Analytics from Siena College
  • B.S. in Finance from Siena College

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