Kyle has advised individuals, families, and institutions since 2004. In his current role, he leads a unified in- house team to serve the best interests of clients and provide them with access to the full range of financial and investment capabilities that Mercer Advisors has to offer. Prior to joining the firm in 2024, Kyle was a principal and senior client advisor with multi-family offices in both Atlanta and Chicago. 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 certifications. In his spare time, Kyle’s many interests include his two dogs and mastering the game of golf.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342