Kyle Ritchie joined UBS Financial Services in 2018 and has 8 years of experience in the financial services industry. Kyle started his career as a research investment analyst intern at Fenimore Asset Management, with a primary focus of analyzing small to mid-sized companies listed on the US exchanges for investment.
In 2017, he joined AXA Advisors, LLC where he expanded his focus by providing insurance and retirement solutions to professionals in the greater NYC area. After 1 year with AXA Advisors, LLC, he joined UBS located in mid-town Manhattan.
Kyle is currently a registered client service associate and specializes in assisting high net worth families and individuals with meeting their financial goals. His role on the team begins with the client onboarding process and extends to cultivating existing relationships through professional client service. He assists clients with a range of services including opening accounts, entering trades, initiating funds transfers, organizing periodic reviews and monitoring account activity.
Kyle received his B.S. in Finance from Siena College, Loudonville, NY. He holds a Series 7, Series 63, Series 66 and Life Accident, & Health Insurance license. He currently resides in White Plains, NY.