Kyle Soucy CFP®

Kyle Soucy CFP®

Managing Member & Chief Compliance Officer

Kyle Soucy brings experience and expertise to his clients through holistic financial planning. Kyle graduated from the University of Connecticut where he majored in Economics. Following his passion and love for finance, Kyle has worked for a wide array of financial firms specializing in strategic and active asset management as well as privately held investments.

As a Regional Vice President for a Boston based asset management firm, Kyle has worked with hundreds of financial advisors educating them how to invest their client's assets based on their client's financial goals. He was able to grasp best practices from successful advisors who manage $100+ million in AUM. Kyle's goal is to put your best interests first by using the best strategy that aligns with your financial goals.

Kyle Soucy specializes in alternative investments, including but not limited to private equity, venture capital and other unique untraditional investments. Kyle’s experience working in the investment banking industry has helped him understand unique investment opportunities for high net worth and institutional clients.

Give us a call today and see what we can do for you.