Kyle joined Mercer Advisors in 2024 with more than 20 years of private wealth management experience serving individuals, families, and institutions. He enjoys partnering with his clients in every aspect of their financial lives to help them reach their goals and achieve lasting assurance. Prior to Mercer Advisors, Kyle was a principal and senior client advisor with Bessemer Trust. He also held similar roles within the family office divisions of BMO and Goldman Sachs. Kyle earned a BBA in finance from the University of Georgia and an MBA from Duke University. He holds the Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER™, and Certified Trust and Fiduciary Advisor designations. In his spare time, Kyle’s many interests include his two dogs and playing golf.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342