Kyle moved to the UK from Philadelphia in 2016 and joined Tanager shortly after. He is a US/UK dual citizen and brings experience from his background advising affluent individuals and families at an RIA in the US.
Kyle is a proud Penn State Alumni who began his career in financial services with SEI Investments, supporting wealth management firms and portfolio managers on trading platforms. After gaining valuable experience in various financial technologies, he left SEI and joined an RIA to begin his advising career.
Most recently, Kyle worked as a financial advisor just outside Philadelphia with a firm specializing in retirement planning. While there, Kyle used a comprehensive approach to help clients refine their financial plans and investment objectives so they could achieve their goals for retirement. He has a true passion for helping people navigate complex financial issues and is currently working towards his U.S. Certified Financial Planner designation.
Kyle has made a home for himself in East London and enjoys traveling inside and outside the UK. He is a craft beer enthusiast whose favorite aspect of British culture is a good conversation in a cozy pub.