![Kyle Neidhardt](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Kyle J.
Neidhardt, CFA MBA, is a Director & Senior Wealth Advisor at Mariner LLC.
He delivers wealth management services to clients to help them achieve their goals and grow and protect their wealth.
He has experience working with individuals and families to offer in-depth analysis of their investment portfolios, concentrated positions and retirement plan investment options to assist them in making sound investment decisions.
He also provides directional leadership to one of Mariner’s Boston offices.
Prior to joining Mariner, he served as a Partner at Taylor Wealth Management Partners.
Before that, he was a senior in the financial services office assurance practice at Ernst & Young.
He began his career as a Proprietary Trader for Chimera Securities.
He holds a bachelor’s degree in mathematics and economics from Connecticut College, graduating cum laude.
He also has a Master of Science/MBA degree in accounting from Northeastern University.
He is a member of the CFA Society of Boston.
Aktive Positionen von Kyle Neidhardt
| Unternehmen | Position | Beginn |
|---|---|---|
Mariner LLC
 Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Portfolio Manager-Aktien | 01.07.2022 |
Ehemalige bekannte Positionen von Kyle Neidhardt
| Unternehmen | Position | Ende |
|---|---|---|
Taylor Wealth Management Partners LLC
 Taylor Wealth Management Partners LLC Investment ManagersFinance Provides investment advice | Analyst-Equity | 01.06.2022 |
Ausbildung von Kyle Neidhardt
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
95
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective. | Finance |
Connecticut College
 Connecticut College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Provides investment advice | Finance |
