Kyle’s roles within FPA Wealth Management span most of the activities we as a firm perform on a regular basis. From portfolio analysis, construction, and management to Financial and Tax planning software solutions, to everyday client service activities, Kyle can be found hard at work.
Kyle brings a wealth of experience from his prior role as a Private Wealth Advisor at a wealth management firm located in New Jersey where his roles included investment portfolio design, financial planning, tax planning, and collaborating with attorneys and CPAs. Before that Kyle earned experience with J.P. Morgan where he managed projects for high-net-worth and ultra-high-net-worth clients of the Private Bank.
A graduate of Penn State University's Smeal College of Business, Kyle earned a BS in Finance with a concentration in Accounting. He is a CFA® Charterholder and holds his FINRA Series 7 and 66 licenses with LPL Financial, as well as a New Jersey Life and Health insurance license.
Kyle resides in Dunmore, PA with his wife, Alexandra, and their daughters, Lucy and Celia. Outside of work, he enjoys early morning workouts, freshly brewed coffee, traveling, and cheering on Philadelphia sports teams. In his free time, Kyle loves spending quality time with friends and family, preferably at the Jersey Shore.