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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Senior Vice President–Wealth Management
Financial Advisor
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.
Senior Vice President–Wealth Management
Financial Advisor
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.
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
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.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
