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Kyle Wade, CIMA®

Kyle Wade, CIMA®

Wealth Advisor, Director of Investments

Kyle is passionate about helping people feel more confident in their financial lives.

With over a decade of experience, Kyle was most recently the Director of Investments at Petra Wealth Management where he managed portfolios and met with clients and prospects to help simplify the complex world of investing. Prior to that, he served in analyst roles at Morgan Stanley, Merrill Lynch, and RegentAtlantic.

Kyle holds a Masters in Quantitative Finance from Rutgers University, and a B.S. from Florida State University. He is also a Certified Investment Management Analyst.

When not at work, Kyle can be found on a tennis court, exploring new restaurants with his wife, Erin, or on a bike ride with his daughters, Cassie and Maddie.