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$6.9 trn
UBS Group invested assets
As of 10/29/2025
Executive Director
Senior Wealth Strategy Associate
Kyle is a Financial Advisor and Senior Vice President-Wealth Management with UBS Financial Services Inc. Kyle’s objective is to assist clients in developing personal financial plans by helping them, organize, grow and preserve their wealth. He is committed to developing and maintaining long-term relationships and strives to provide the best possible service and ethical standards. In his over 15 years in the financial services industry, he has obtained extensive experience in the areas of investment strategies, retirement planning, education funding, and estate conservation and analysis.
Prior to joining UBS Kyle was a Financial Consultant at Fidelity investments for 13 years in New Haven CT. While at Fidelity, he was responsible for financial planning and portfolio management of over 400 high net worth families and businesses.
Kyle lives in East Rock, New Haven. He is a graduate of SCSU where he studied business management and economics. In his free time, he sails his sailboat out of Morris Cove, plays golf and skis in the winter.
Executive Director
Senior Wealth Strategy Associate
Kyle is a Financial Advisor and Senior Vice President-Wealth Management with UBS Financial Services Inc. Kyle’s objective is to assist clients in developing personal financial plans by helping them, organize, grow and preserve their wealth. He is committed to developing and maintaining long-term relationships and strives to provide the best possible service and ethical standards. In his over 15 years in the financial services industry, he has obtained extensive experience in the areas of investment strategies, retirement planning, education funding, and estate conservation and analysis.
Prior to joining UBS Kyle was a Financial Consultant at Fidelity investments for 13 years in New Haven CT. While at Fidelity, he was responsible for financial planning and portfolio management of over 400 high net worth families and businesses.
Kyle lives in East Rock, New Haven. He is a graduate of SCSU where he studied business management and economics. In his free time, he sails his sailboat out of Morris Cove, plays golf and skis in the winter.
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Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
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