Kyle joined MONECO Advisors in August of 2022. He previously worked at Fidelity Investments as a Client Experience Associate, where he assisted the advisor team with move money transactions and trades. Prior to this, Kyle participated in several internships while in college within the financial planning space that immediately sparked his passion for client service and eventually becoming a financial planner himself. Kyle attended Bryant University, where he majored in Finance and minored in Politics & Law, while also serving the community as the Student Government Vice President. Kyle resides in Wallingford, CT. When not in the office, Kyle enjoys golf, softball, travel & spending time with friends and family.
Get to Know Kyle...
Favorite part about working at Moneco: Working with a passionate team of advisors to help clients pursue their financial goals
Favorite thing to do outside of work: Golf, softball, spending time with friends and family
What I enjoy most about what I do: Making a long-term impact on our clients and assisting them in pursuing their financial goals
Biggest challenge: Finding new ways to raise the bar everyday and exceed expectations with clients and peers
Quotation: "If the world were perfect, it wouldn't be" - Unknown
Vacation: Amalfi Coast
TV Show: The West Wing & NCIS
Music: Classic Rock & Dave Matthews Band
Sports Team: Washington Nationals