Expertise
Kyle’s pragmatic approach enables him to pinpoint the key financial issues faced by individuals, families, corporate executives and business owners. He is then able to develop a comprehensive plan delivered in conjunction with a highly experienced team of investment, fiduciary, banking and wealth planning professionals.
Experience
Prior to joining Northern Trust in 2022, Kyle served in a variety of advisory and client development roles in Columbus, Ohio and Naples, Florida. He has over 14 years of experience advising families, corporate executives and business owners in the areas of wealth preservation, generational wealth transfer, trust administration and the development of comprehensive financial plans.
Community Involvement
Kyle is actively involved with the First Tee of Collier/Naples where he currently serves as an Ambassador and volunteer golf instructor. Additionally, he has had membership within the Estate, Trusts, and Probate Section of both the Ohio State and Collier County Bar Associations.
Joined Northern Trust
2022
Education
Juris Doctor from the Capital University Law School in Columbus Ohio. Bachelor of Business Administration in Business Economics with honors from Ohio University.
Credentials
Series 7 and 63 FINRA licenses.