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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, while in pursuit of excellence and utilizing the highest ethical standards. In his over 15 years in the financial services industry, he has developed 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, while in pursuit of excellence and utilizing the highest ethical standards. In his over 15 years in the financial services industry, he has developed 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.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
