Kyle Odell

Kyle Odell, CFP® is Senior Vice President of Investments at B. Riley Wealth Management, where he leads comprehensive investment strategies tailored to private clients and businesses from the firm's Poughkeepsie branch. His key responsibilities include holistic financial planning, portfolio management, and personalized investment advisory services for high-net-worth individuals and families. Kyle’s practice emphasizes asset allocation across equities, fixed income, mutual funds, ETFs, and alternative investments, focusing notably on retirement planning, tax-efficient investing, and multi-generational wealth strategies.

Before joining B. Riley Wealth Management in 2024, Kyle served as Vice President, Financial Consultant at Fidelity Investments, with a distinguished record of developing customized investment solutions and guiding clients through complex market environments. His career includes experience as a Financial Consultant, further supporting clients in building diversified portfolios to achieve long-term financial objectives.

Kyle earned a Bachelor of Business Administration in Business Administration and Management from Western Connecticut State University. As a CERTIFIED FINANCIAL PLANNER™, he is recognized for his commitment to putting clients first and has built a reputation for excellence in personal wealth management and investment strategy. His expertise and industry contributions reflect a dedication to helping clients achieve financial security and growth across multiple asset classes.