Experience:
Kyle joined Moneco Advisors in June 2026 as a Relationship Manager out of the New Canaan office. He brings valuable experience from his time at Janney Montgomery Scott LLC, where had worked since March 2024, building a strong foundation in client service, relationship management, and the financial advisory industry.
During his time there, Kyle developed a deep appreciation for the wealth management space and the importance of delivering consistent, high-quality service to clients. He has found a keen interest in the industry and is dedicated to the “Client First” philosophy that is central to Moneco Advisors. He is excited to continue growing within the firm, further developing his expertise, and contributing to a culture that prioritizes trust, relationships, and long-term client success.
Education & Certifications:
Kyle graduated from the University of Connecticut with a bachelor’s degree in Finance and a concentration in Portfolio Valuation. He holds his FINRA Series 7 and 66 licenses and plans to pursue the CFP® (CERTIFIED FINANCIAL PLANNER™) certification next.
Personal:
Kyle enjoys golfing, traveling, and spending time with family and friends. He has also developed a strong interest in community outreach, dedicating time to initiatives that support meaningful causes. Kyle was recently named to the Honoree Class of 2025 for the Cystic Fibrosis Foundation – Connecticut Chapter, recognizing his involvement and commitment to the organization’s mission. In addition, he has previously found great success supporting HuskyTHON, a student-led initiative benefiting Connecticut Children’s Medical Center through the Children’s Miracle Network.
