As Analyst, Client Service, Kyle supports the team with various daily business activities, including client meetings, financial planning, onboarding new clients, and developing marketing and presentation materials. Before joining NewEdge, he gained valuable experience as a Wealth Advisory Intern at The Glenmede Trust Company.
Kyle earned a Bachelor of Science in Business Administration with concentrations in Finance and Wealth Management from Ithaca College, graduating Summa Cum Laude. He is also a Notary Public commissioned by the New York State Department of State. A native of New York, NY, Kyle enjoys traveling, attending concerts, going to Yankees games, and spending time with his friends and family in his free time.