Beyond the Bio - Kyle Pettigrove

What was your career ambition when you were growing up?

This question is difficult to answer since I was never the type of person who knew what they were destined to do at a young age.   The closest I came was after watching the movie Top Gun, when I felt sure I would become the best fighter pilot in US Navy history.

While that may not have been in the cards for me, I was driven to pursue a career that would allow me to both help people and leave the world a little bit better than it was when I came into it.  I have been fortunate that the rest of the pieces fell into place on my path to becoming an advisor, where I feel I am able to accomplish both of those objectives through my work.

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What brought you to the UK?

Who brought me to the UK would be more accurate… While I am a dual US/UK citizen and spent time studying in London during university, it was ultimately my wife’s career that brought us to live in the UK for several years.  It was also her career that brought us back to the US in 2018, shortly after which I opened Tanagers first US location in Philadelphia.

What do you miss most about the UK?

This might shock many of my London based colleagues, but I miss the tube and the  transit system.  It might not be perfect but compared to Philadelphia, it feels like a first-class experience!  Honourable mentions would be the British summers and many wonderful pubs in London.

What is your favourite thing about living in the US?

Contrary to my previous answer, I also love having a car and the freedom of the open road.  Especially in the Northeast, there are so many wonderful cities and places to see within a few hours’ drive of my home. In non-pandemic circumstances, my wife and I are always planning our next weekend getaway.

NFL or Premiership?

NFL.  Fly Eagles Fly.

What is the biggest issue affecting mixed Anglo-American families living in the US?

The issues I see here are often very different from what we see on the UK side of our business since the UK does not tax non-resident citizens (unless they have UK-source income), unlike the US.  The most common and frustrating issue we help people navigate is managing UK pensions as a US resident.  The UK pension system was not built with non-UK residents in mind.  I could fill pages with all of the issues we have seen.

What is it you most enjoy about helping Anglo-American households?

Being a dual US/UK citizen myself and having gone through the expatriate experience with my wife, I connect with my clients on a very personal level.  As a result, I may be guilty of using the phrase “I eat my own cooking” one too many times on client calls but it’s true.  At the end of the day, I find it fulfilling to be able to use my own experiences and knowledge to help people navigate the complex issues that come with a trans-Atlantic lifestyle.

How has the pandemic affected your work and the clients you serve?

I work with people all over the world, so remote work and building relationships virtually has been the norm even prior to the pandemic. That being said, I do like to travel and connect with clients whenever I am able.  Now that things are trending in the right direction (knock on wood) I look forward to traveling again and meeting clients in person.

Tell me about someone who has inspired you and why?

Nims Purja, the Nepalese mountaineer who is credited with climbing all 14 eight-thousanders (mountain peaks above 8,000 metres) in a record time of six months and six days.  This may seem odd, especially since I have never climbed a mountain myself, but after watching the documentary 14 Peaks: Nothing Is Impossible, I was floored by his story and am still inspired by his approach to life.  If you haven’t seen it yet, I highly recommend it.

What’s the last book you read?

Atomic Habits by James Clear.

Beatles or Beach Boys?

The Beatles!

Further articles on Investing

ESG Philosophy
What is an International SIPP
Mixed Nationality Couples

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Abbas Somji

Abbas Somji

PARTNER AND FINANCIAL ADVISOR

Abbas moved to London in early 2018 to be with his British wife. Born in the United Kingdom and raised in Botswana, Abbas then migrated to Houston where he attended University. He began his professional career at an RIA in Houston and holds the Series 65 license and US CFP® . He brings with him a decade of experience in advising High-Net-Worth clients and business owners. Abbas is a Partner and Advisor and ensures he’s helping clients navigate the complicated world of being an expat in the UK. He particularly enjoys providing clients with the clarity and confidence to pursue their financial goals. A sports enthusiast, Abbas enjoys conversing about and playing soccer/football and attending Liverpool matches.

Read more… Abbas Somji, Beyond the Bio

 

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Alistair Jackson

FINANCIAL ADVISOR

Alistair joined the team at Tanager in 2019 following his completion of an MPhil in English at the University of Cambridge as a John Crook Scholar. With three years of experience working across our Investment and Financial Planning teams, Alistair transitioned to the Advisor Team in January 2022. His time is now focused on the production and implementation of robust planning and investment strategies for our clients on either side of the Atlantic. Outside of the office, Alistair’s time is divided between exploring East London’s many food markets, spending time with friends and family, and travelling abroad.

 

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David Costello

PARTNER AND FINANCIAL ADVISOR

David arrived in the UK on New Year’s Day 2014 and brought with him fifteen years’ experience advising private clients and business owners. He attained the U.S. Certified Financial Planner designation in 2007. David specialises in building financial plans for UK based households that include US taxpayers and is tirelessly committed to helping Tanager clients maximise their wealth and achieve their stated goals and objectives while navigating the US/UK tax and investment landscape. David is a Non-Hodgkins Lymphoma survivor and is active in volunteering and fund raising for the support toward the treatment and eradication of blood cancers.

Read more… David Costello, Beyond the Bio

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Gail Hamilton King

Gail Hamilton- King

FINANCIAL ADVISOR

Gail joined Tanager in 2021 as a financial advisor with more than fifteen years of experience in senior investment banking and management consulting roles at Morgan Stanley and Deutsche Bank. She enjoys leveraging her financial experience to make a tangible difference for Americans living in the UK by helping to manage their complex finances globally. Gail moved to the UK from Chicago to complete an MBA at London Business School. As a dual UK/US family living in west London, she understands the challenges our clients face.

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Jeff Hedges

SENIOR PARTNER AND FINANCIAL ADVISOR

Jeff is a founding Partner of the firm and serves as a Senior Financial Advisor. For the past twenty years, he has managed the investment needs of high-net-worth US families living in the United Kingdom. Combining cross border know-how with an extensive international network, Jeff delivers robust solutions for his clients. He graduated from Colgate University and from the Fletcher School of Law and Diplomacy, where he met his wife. Jeff spent a year at Charterhouse in high school. Jeff has three grown sons and a daughter. He is a history buff, avid footie supporter and likes to spend his holidays in eastern North Carolina.

 Read more… Jeff Hedges, Beyond the Bio

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Jeremy Bailey

SENIOR FINANCIAL ADVISOR

Jeremy joined the Tanager team in 2019 bringing fifteen years of experience in helping clients align their finances with what is most important to them. He specialises in retirement income strategies and multigenerational planning. Jeremy decided to leverage his US/UK dual citizenship status to relocate to London in 2017. He quickly identified the breadth of financial challenges faced by Americans and US connected families living and working abroad. Jeremy comes to London via Cleveland Ohio and Miami Florida. In his free time, he enjoys running the Thames path, spending time outdoors, and travelling.

 

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Kristopher Heck

MANAGING PARTNER

Kristopher has lived in London since 2007 and combined his ten plus years of experience in the Institutional Asset Management Industry in the US and Europe and personal experiences as an expat to found Tanager. A founding partner and Chief Investment Officer, Kris has been a guest lecturer at the London School of Economics and has particular interest and experience in portfolio efficiency – encompassing tax, cost, and the optimal risk budgeting of a client’s assets. Kristopher is as avid fan of the Baltimore Orioles and enjoys going back to Maryland whenever he is able to.

 

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Kyle Pettigrove

PARTNER AND FINANCIAL ADVISOR

Kyle is a Certified Financial Planner ™ (CFP ®) and joined Tanager in London in 2016 having moved to the UK with his fiancée. A US/UK dual citizen and Philadelphia native, Kyle previously worked as a financial advisor in the US specializing in retirement planning. Now spearheading Tanager’s stateside office in Philadelphia, Kyle brings both relevant personal and professional experience to his role and covers the areas of pensions for US residents, British expats and transatlantic families living in the US. Outside of his work life, Kyle is an avid traveller and craft beer enthusiast.

Read more… Kyle Pettigrove, Beyond the Bio

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Nicole Ralph

Nicole Ralph

SENIOR FINANCIAL ADVISOR

Nicole joined the Tanager team in 2020 and brings over fifteen years of senior leadership and client experience in helping US expats and foreign nationals relocating to the US. Nicole has held the CFP® designation since 2011 and earned an MBA from the Wisconsin School of Business in 2016. As a dual US/UK citizen herself, she is intimately aware of the complex challenges facing families, having moved back and forth three times with her own family. She now lives in Hove with her husband and youngest daughter. In her free time, she enjoys walking her dog along the seafront, hot yoga, learning Italian and travelling.

Read more… Nicole Ralph, Beyond the Bio

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Patrick Mulhern

PARTNER AND FINANCIAL ADVISOR

Born and raised in New Hampshire, Patrick moved to Scotland at seventeen to study at the University of St. Andrews and has been picking up knowledge of life on both sides of the Atlantic ever since. A Partner and Financial Advisor, he specializes in complex planning for high-net-worth clients, international estate planning and inheritance issues. Prior to working in Financial Planning, he worked for a trust and estate law firm and co-wrote the book Estate Planning to Die For. Patrick lives in Sussex with his wife and children. He gets back to New England as often as possible and is one mountain short of having hiked all 4,000 Footers of the White Mountains.

Read more… Patrick Mulhern, Beyond the Bio

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Susan Blaylock

FINANCIAL ADVISOR

Susan joined Tanager in 2019 upon moving to London. She is a Financial Advisor and has over a decade of experience in the financial services industry, mainly as a CPA. What she loves about financial planning is the opportunity to help people understand and achieve the financial goals that are most important to them. She enjoys the challenge of working with the complex situations of US expats. Susan shares Tanager’s philosophy of developing strong relationships with clients and gaining a deep understanding of their financial situations and life goals. Outside of work, Susan enjoys exploring, including hiking in the Alps, canyoning, kayaking London’s canals, cycling, and spending time with friends and family.

Read more… Susan Blaylock, Beyond the Bio

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Tori Bown

FINANCIAL ADVISOR

Tori joined Tanager in May of 2022 after moving to London in late 2021 to join her English Husband. Prior to joining Tanager, Tori worked in Dallas, Texas for a large wealth management firm for over five years where she specialized in financial planning for high net worth clients. As a Certified Financial Planner ™ , she’s developed a holistic approach to wealth management that incorporates all aspects of a person’s financial life. Tori enjoys helping clients define and achieve their financial goals by enabling them to put context around their finances.

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