Kyle Gordon

Kyle Gordon serves as an Analyst, Client Service at NewEdge Wealth's New York City office. In this role, he supports the team with daily business activities that include client meetings, financial planning support, and onboarding new clients. His responsibilities involve facilitating personalized wealth management and investment advisory services for clients, helping to organize and streamline their financial lives.

Kyle's investment expertise is grounded in his background in finance and wealth management, with a recent focus on client service for high-net-worth individuals and families. While his current role is not concentrated on a specific sector or asset class, it centers on providing holistic advisory solutions and operational support across a range of investment products, including equities, fixed income, and alternative investments, tailored to client needs.

Kyle earned his Bachelor of Science in Business Administration, with concentrations in Finance and Wealth Management, graduating Summa Cum Laude from Ithaca College. He previously gained industry experience as a Wealth Advisory Intern at Glenmede, where he assisted with sophisticated wealth planning strategies, and as a Direct Support Associate at Direct Land Services. His educational and professional background provides him with a solid foundation in wealth management and financial analysis for affluent clients.