Since entering the financial services industry in 2004, Kyle has worked with investors to take advantage of the breadth of investment opportunities across all markets. He introduces investors to strategies, securities, and investment structures to enhance their portfolios. Kyle has found that knowledge and 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. As Due Diligence Officer, Kyle uses this mindset to source and review investment opportunities for IBN’s registered representatives, advisors, and clients.
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 across fixed income and equity, focusing on commercial real estate, structured finance, and other income and growth strategies. Kyle has found that knowledge and a focus on relationships are key drivers to his success.
Kyle holds Series 7, 24, 66, and 79 registrations and Life & Health licenses. He graduated from Bryant University with a BS in Business Administration. Kyle lives with his wife and son in southern New Hampshire. Outside work, he is an NCAA hockey official who enjoys traveling during the off-season.