Since entering the financial services industry in 2004, Kyle has worked with investors take advantage of the breadth of investment opportunities across all markets.
His focus has been introducing investors to strategies, securities, and investment structures to enhance their portfolios. Kyle has found that knowledge, coupled with a focus on individual relationships are key drivers to his success. By establishing a personal relationship and consultative approach, he can identify prime opportunities to maximize wealth while factoring in deferred tax strategies.
Prior to establishing Advantage Wealth Solutions, Kyle built his career with UBS Financial Services, Natixis Global Asset Management, and Provasi Capital Partners. He was responsible for sales and education of financial advisors and the general public as it pertained to investing in Commercial Real Estate and Real Estate Debt, as well as other income and growth strategies. Kyle has found that knowledge, along with a focus on relationships are key drivers to his success.
Kyle is registered with Advisory Group Equity Services and holds his Series 7 and Series 66 registrations. He graduated from Bryant University with a BS in Business Administration. Kyle lives with his wife and son in southern New Hampshire. Outside of work, he is an NCAA hockey official and enjoys traveling during the off-season.