Partner, Financial Advisor
Kyle joined Tanager in 2016 while living in London with his fiancée. In 2018, he jumped back across the pond and returned to his home city of Philadelphia to open Tanager’s first US office. He is a US/UK dual citizen and brings experience from his background advising affluent individuals and families in both the US and UK.
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.
Prior to Tanager, Kyle worked as a financial advisor just outside Philadelphia with a firm specializing in retirement planning. While there, Kyle utilised 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.
As an advisor with Tanager in London Kyle has experience and understanding of UK pensions, especially as they relate to Anglo-American families who spend time between the US and the UK. Kyle continues to work with his clients in the UK and returns frequently whilst also focusing on building out Tanager’s US business.
Kyle has made a home for himself in Philadelphia and still travels as much as possible in his time off. He is a craft beer enthusiast who misses the UK for the pub culture, and also an avid Eagles fan who is glad to be back with the Superbowl Champions.